WF
WF

Willington Tai Fong

22 Years of Experience
Broker
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
14 advisors
Number of Clients
614 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$817.2M

Fee Structure

Financial Planning:Included in AUM fee
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Location

345 Lorton Avenue, Suite 302, Burlingame, CA, 94010

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Willington is involved in three outside business activities. He works in residential mortgage sales, serves as an administrative assistant for a financial services company (taking up a full-time commitment), and works as an independent real estate broker (dedicating minimal time).

Employment History
Current Registrations
Rb Capital Management, LLC
March 2018 - Present · 7 yrs 11 mos
Apw Capital, INC.Broker
March 2017 - Present · 8 yrs 11 mos
Previous Registrations
Fsc Securities Corporation
April 2016 - March 2017 · 11 mos
Fsc Securities CorporationBroker
April 2016 - March 2017 · 11 mos
Cetera Advisors LLC
May 2012 - April 2016 · 3 yrs 11 mos
Cetera Advisors LLCBroker
May 2012 - April 2016 · 3 yrs 11 mos
Sloan Securities CORP.Broker
September 2006 - May 2012 · 5 yrs 8 mos
Sloan Securities CORP.Broker
October 2004 - August 2005 · 10 mos
Gunnallen Financial, INC
September 2003 - October 2004 · 1 yr 1 mo
Gunnallen Financial, INCBroker
September 2003 - October 2004 · 1 yr 1 mo
U.S. Bancorp Piper Jaffray INC.
May 2002 - September 2003 · 1 yr 4 mos
U.S. Bancorp Piper Jaffray INC.Broker
April 2002 - September 2003 · 1 yr 5 mos
J.P. Morgan Securities INC.Broker
July 2001 - August 2001 · 1 mo
State Registrations1 state
CA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.