Unclaimed Profile

George Kung Wai Chin

DESTINATION WEALTH MANAGEMENT·WALNUT CREEK, California

Series 3, Series 5, Series 7, Series 8, Series 15, Series 63, Series 65Clean record24 years registeredDESTINATION WEALTH MANAGEMENT

1255 TREAT BOULEVARD, WALNUT CREEK, CA 94597CRD# 1113592Firm CRD# 110365

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

George Kung Wai Chin · WALNUT CREEK, CA

Registration

CRD #1113592 · DESTINATION WEALTH MANAGEMENT · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: DESTINATION WEALTH MANAGEMENT

DESTINATION WEALTH MANAGEMENT

Feb 2002 – Jan 2024

WALNUT CREEK, CA

Registrations & Exams

FINRA examinations passed

Series 3

Series 5

Series 7

Series 8

Series 15

Series 63

Series 65

Registration record

First registered · February 27, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DESTINATION WEALTH MANAGEMENT

CRD 110365 · SEC 801-53077

AUM

$3.7B

Regulatory assets under management

Employees

5,567 client accounts

Services offered by DESTINATION WEALTH MANAGEMENT

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at DESTINATION WEALTH MANAGEMENT →

Introduction

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Frequently Asked Questions

What services does George Kung Wai Chin offer?

George Kung Wai Chin specializes in Financial Planning, Investment Management.

What are George Kung Wai Chin's credentials?

George Kung Wai Chin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is George Kung Wai Chin located?

George Kung Wai Chin is based in WALNUT CREEK, California, last registered with DESTINATION WEALTH MANAGEMENT.

How does George Kung Wai Chin charge for services?

George Kung Wai Chin'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 DESTINATION WEALTH MANAGEMENT?

DESTINATION WEALTH MANAGEMENT has approximately 53 employees and manages $3.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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