Gilbert Kuo
Professional summary
Gilbert Kuo, who also goes by Gilbert T Kuo, Taijeng Kuo, is a registered financial advisor currently at KUN-LUN DEVELOPMENT CORPORATION located in Danville, California.
Gilbert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Gilbert has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 4 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Gilbert Kuo's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 30, 2007 - Present
KUN-LUN DEVELOPMENT CORPORATION
March 4, 1996 - February 14, 2017
KUN-LUN DEVELOPMENT CORPORATION
August 2, 1994 - April 23, 1996
ACUMENT SECURITIES, INC.
June 27, 1994 - August 30, 1994
MONTANO SECURITIES CORPORATION
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/30/2007)
Exams
Current Firm
KUN-LUN DEVELOPMENT CORPORATION
CRD#: 39283 / SEC#: , 8-48587
Contact information
Regulatory assets under management
| Total Number of Accounts | 7 |
| AUM (Assets Under Management) | $ 5,311,795 |
Red Flags
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