Ivan Wong Email & Phone Number
Financial Advisor @ LPL Financial
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Ivan Wong Location
- Frisco, TX, US
Ivan Wong Work
- 2024 -now Financial Advisor @
- 2020 -2024 Financial Advisor @
- 1999 -2021 Military Officer - Major @
- 2018 -2020 Registered Repersentative @ New York Life and NYLife Securities, LLC
- 2011 -2017 Research Fellow @
- 2011 -2016 PhD Student and Faculty @
Ivan Wong Education
- University of Texas at Dallas
Doctor of Philiosophy (Ph.D.)
2011-2016 - Sam Houston State University
Master's Degree
2008-2011 - Sam Houston State University
Bachelor's Degree
2004-2007
Ivan Wong Skills
- Customizable Investment Strategies
- Multi-Generational Wealth Transfer
- Multigenerational Wealth Planning
- Client Relationship Building
- Spreadsheet Modeling
- Analytical Skills for Problem Solving
- College Education Planning
- Asset Management
- Business Exit Strategies
- Relationship Management Skills
- Money Management
- Capital Markets
- Planning for individual retirement
- Planning for Special Needs Families
- High Net Worth Individuals
- Executive Compensation
- Advice and Guidance
- Ability to Handle Stress
- Estate and Retirement Planning Services
- Asset Transition
- Portfolio Analysis
- Portfolio Construction
- Modern Portfolio Theory
- Analysis
- Investment Advisory Program
- Strategic Planning
Ivan Wong Summary
- Ivan Wong, based in Frisco, TX, US, is currently a Financial Advisor at LPL Financial. Ivan Wong brings experience from previous roles at Merrill Lynch Wealth Management, United States Army, New York Life and NYLife Securities, LLC and Caruth Police Institute. Ivan Wong holds a 2011 - 2016 Doctor of Philiosophy (Ph.D.) @ University of Texas at Dallas. With a robust skill set that includes Customizable Investment Strategies, Multi-Generational Wealth Transfer, Multigenerational Wealth Planning, Client Relationship Building, Spreadsheet Modeling and more. Ivan Wong has 2 emails and 4 mobile phone numbers on RocketReach.
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Ivan Wong
Financial Advisor
Frisco, TX, US
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