Kok Foo Wong

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/1993 → Present
  David Wong, Cpa
  Lilburn, GA
• 01/2013 → Present
  Cetera Advisors Llc
  El Segundo, CA
• 03/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

1) DAVID WONG CPA, 4538 LYNGATE DR LILBURN, GA 30047, CPA CONSULTING,100% OWNER,START OCT 1993,5 HRS/WK 2) NAME OF OTHER BUSINESS: VIRTUAL PROPERTIES REALTY; INVESTMENT RELATED: NO ADDRESS: 2750 PREMIER PKWY STE 200, DULUTH, GA 30097; NATURE OF BUSINESS: REAL ESTATE; START DATE: 05/2017; POSITION/TITLE/RELATIONSHIP: SALES; APX NUMBER OF HOURS PER WEEK: LESS THAN 5; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: SELL LAND, COMMERCIAL, AND RESIDENTIAL PROPERTIES; 3) FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED, ADDRESS IS THE REGISTERED LOCATION, START FEBRUARY 2000, 10 HRS PER WEEK - VARIES DURING TRADING HOURS, INSURANCE AGENT - SELLS LIFE, HEALTH, MEDICARE, DISABILITY, ANNUITIES & LONG-TERM CARE.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-11-03
• S63 Uniform Securities Agent State Law Examination
  1994-10-24

Other Names

• David Wong
• Kokfoo Wong