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Alexander Wong

Lincoln International LLC

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About Alexander Wong

Alexander Wong is a financial professional with over six years of experience in the securities industry. Alexander is currently registered with Lincoln International LLC and holds Series 79, SIE, and Series 63 licenses. Alexander is a registered representative in California, Illinois, New York, and Texas. Previously, Alexander worked at Spurrier Capital Partners LLC and FTP Securities LLC.

Firm Information

Alexander Wong is currently registered with Lincoln International LLC. Lincoln International LLC is a Limited Liability Company that was formed on March 28, 1996. It is registered in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has also received approval for its registration with the Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

144

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Alexander Wong’s Registration & Firm History

NY

07/20/2022 - Present

Lincoln International LLC (NEW YORK NY)

NY

08/24/2016 - 10/27/2022

SPURRIER CAPITAL PARTNERS LLC (New York NY)

CA

07/24/2015 - 02/01/2016

FTP SECURITIES LLC (SAN FRANCISCO CA)

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Licenses & Designations

BC

Issued 04/30/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/24/2015

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Alexander Wong.
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