Willy Ong Tan

Current Employers

Employment History

• 10/2012 → 07/2018
  Western International Securities, Inc
  Pasadena, CA
• 07/2018 → Present
  Tcfg Wealth Management, Llc
  Laguna Niguel, CA
• 07/2018 → Present
  Tcfg Investment Advisors, Llc
  Laguna Niguel, CA

Previous Registrations

• 2012-10-10 → 2018-08-01
  Western International Securities, Inc.
  Pasadena, CA
• 2011-01-03 → 2012-09-24
  Wells Fargo Clearing Services, Llc
  Arcadia, CA
  Arcadia, CA
  Pasadena, CA
• 2008-08-07 → 2011-01-03
  Wells Fargo Investments, Llc
  San Marino, CA
  San Gabriel, CA
  Arcadia, CA
  Arcadia, CA
• 2007-11-26 → 2008-08-05
  Bancwest Investment Services, Inc.
  West Covina, CA
  San Marino, CA
  Monterey Park, CA
• 2005-08-31 → 2007-11-09
  U.S. Bancorp Advisors, Llc
  Los Angeles, CA
  San Gabriel, CA
  City Of Industry, CA
  San Gabriel, CA
  City Of Industry, CA
• 2002-07-08 → 2005-09-02
  Ifmg Securities, Inc.
  Torrance, CA

Other Businesses

| TCFG Investment Advisors, LLC; 07/2018 - Present; RIA; RIA Representative; Laguna Niguel, CA; 80 hrs/mo |

Exams

• S66 Uniform Combined State Law Examination
  2000-08-25

Other Names

• Willy O Tan