William L. Wong

INVESTMENT DYNAMICS CONSULTING GROUP

KAILUA-KONA, HI 96740

CRD#: 4534405

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Professional summary

William Lawrence Wong is a registered financial advisor currently at INVESTMENT DYNAMICS CONSULTING GROUP, LLC located in Kailua-kona, Hawaii.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. William has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Lawrence Wong's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 22, 2002 - Present

INVESTMENT DYNAMICS CONSULTING GROUP, LLC

Office #1: 75-5591 Palani Road Suite 3008, Kailua-kona, HI 96740

RIA

CRD#: 120611

KAILUA-KONA, HI

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Hawaii
(8/22/2002)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

INVESTMENT DYNAMICS CONSULTING GROUP, LLC

CRD#: 120611 / SEC#:

Hawaii

Registered Investment Advisory firm - (8/12/2002 Approved)

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Contact information

Main Address

75-5591 Palani Road, Suite 3008, Kailua-kona, HI 96740-3633

Mailing Address

Phone number

(808) 329-0911

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	19
AUM (Assets Under Management)	$ 15,699,572

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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William L. Wong

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Lawrence Wong's CRS (Customer Relationship Summary).

Certified licenses

Experience

INVESTMENT DYNAMICS CONSULTING GROUP, LLC

State Registrations and Notice Filings

Exams

Current Firm

INVESTMENT DYNAMICS CONSULTING GROUP, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

INVESTMENT DYNAMICS CONSULTING GROUP, LLC

TRUST BUT VERIFY

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