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Brian Pon

FINANCIAL CONNECTIONS GROUP, INC.·LARKSPUR, California
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1100 LARKSPUR LANDING CIRCLE, LARKSPUR, CA 94939CRD# 5088203Firm CRD# 108906
01

About

Brian Pon is a registered financial advisor based in LARKSPUR, California, affiliated with FINANCIAL CONNECTIONS GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
FINANCIAL CONNECTIONS GROUP, INC.
FINANCIAL CONNECTIONS GROUP, INC.
AUM
$427M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at FINANCIAL CONNECTIONS GROUP, INC. →
Services
Financial planning
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5088203
Firm CRD# 108906
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Brian Pon offer?
Brian Pon specializes in Financial Planning, Investment Management. Contact their office in LARKSPUR, California for a consultation.
What are Brian Pon's credentials?
Brian Pon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brian Pon located?
Brian Pon is based in LARKSPUR, California, working with FINANCIAL CONNECTIONS GROUP, INC.. Their office serves clients in the LARKSPUR metropolitan area and surrounding communities.
How does Brian Pon charge for services?
Brian Pon's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FINANCIAL CONNECTIONS GROUP, INC.?
FINANCIAL CONNECTIONS GROUP, INC. has approximately 7 employees and manages $427M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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