DW
ChFC
DW
ChFC
David Wong is a ChFC-designated registered investment advisor, based in Mill Valley, CA, with 13 years of industry experience.
Location
267 Miller Ave, Mill Valley, CA, 94941
Get directionsHistory
Regulatory History (1)
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Employment Separation After Allegations
February 2020Other Business ActivitiesSells Insurance
David owns an insurance agency, David Wong's Insurance Agency, as an agent for State Farm and its affiliates, dedicating about half his time to it. He also serves on the board of the Asian American Alliance of Marin and Goodwill Industries of the Redwood Empire, and rents out rooms in his State Farm office building.
Employment History
Current Registrations
State Farm Investment Management CORP.
April 2021 - Present · 5 yrs 1 mo
State Farm Vp Management CORP.
April 2021 - Present · 5 yrs 1 mo
State Farm Vp Management CORP.Broker
April 2021 - Present · 5 yrs 1 mo
Previous Registrations
State Farm Investment Management CORP.
August 2018 - March 2020 · 1 yr 7 mos
State Farm Vp Management CORP.Broker
April 2011 - March 2020 · 8 yrs 11 mos
State Registrations2 states
AZCA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.