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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Albert? Claim Your ProfileAlbert J. Wang is an Investment Advisor Representative at Contrary Legacy LLC in San Francisco, California. Albert is a Series 65 licensed investment advisor and has been active in the industry since 2013. Prior to joining Contrary Legacy, Albert worked at ICONIQ CAPITAL and EPIQ CAPITAL GROUP. Albert provides financial planning and portfolio management services to individuals. Albert is a specialist in alternative investments and works with clients to develop a customized investment plan that is designed to meet their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
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CA
04/07/2023 - Present
Contrary Legacy LLC (San Francisco CA)
IA
Issued 08/01/2014
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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