Unclaimed Profile

Wing Benny Won

CLEARVIEW WEALTH ADVISORS, LLC·SALEM, Oregon

Clean recordCLEARVIEW WEALTH ADVISORS, LLC

670 HAWTHORNE AVE SE, STE 250, SALEM, OR 97301CRD# 4371063Firm CRD# 305737

Profile Verification

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

Identity

Wing Benny Won · SALEM, OR

Registration

CRD #4371063 · CLEARVIEW WEALTH ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Wing Benny Won is a registered financial advisor based in SALEM, Oregon, affiliated with CLEARVIEW WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

CLEARVIEW WEALTH ADVISORS, LLC

AUM

$175M

Regulatory assets under management

Employees

Total firm employees

View all advisors at CLEARVIEW WEALTH ADVISORS, LLC →

Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 4371063

Firm CRD# 305737

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Wing Benny Won offer?

Wing Benny Won specializes in Financial Planning, Investment Management. Contact their office in SALEM, Oregon for a consultation.

What are Wing Benny Won's credentials?

Wing Benny Won is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Wing Benny Won located?

Wing Benny Won is based in SALEM, Oregon, working with CLEARVIEW WEALTH ADVISORS, LLC. Their office serves clients in the SALEM metropolitan area and surrounding communities.

How does Wing Benny Won charge for services?

Wing Benny Won'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 CLEARVIEW WEALTH ADVISORS, LLC?

CLEARVIEW WEALTH ADVISORS, LLC has approximately 5 employees and manages $175M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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