AW
AW

Aron Gregory Wong

5 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningCharitable GivingBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
57 advisors
Number of Clients
3,238 clients
Average Client Portfolio
$791K average
Assets Under Management
$2.6B

Fee Structure

Minimum Investment:$5K
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Location

9870 Research Drive, Irvine, CA, 92618

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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 ActivitiesSells Insurance

Aron is an insurance agent since 2019, dedicating minimal time to trading. He also works as a W2 employee and paraplanner for Cooper Financial Group and Provident Capital Advisors, spending nearly full-time and about 10-20% of his time, respectively.

Employment History
Current Registrations
Cooper Mcmanus
April 2023 - Present · 2 yrs 10 mos
Cambridge Investment Research, INC.Broker
June 2022 - Present · 3 yrs 8 mos
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
November 2020 - June 2022 · 1 yr 7 mos
State Registrations1 state
CA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Aron Gregory Wong - Financial Advisor | TrueAdvisor