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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Duong is a financial advisor at Hollencrest Capital Management in Newport Beach, California. Christopher Duong has been in the industry since 2007 and has worked at Hollencrest Capital Management for over 15 years. Christopher Duong has a Series 7, Series 55, Series 63, and SIE license. Christopher Duong is a Chartered Financial Analyst and is registered as an Investment Advisor Representative in California. Christopher Duong provides portfolio management for individuals, businesses, and pooled investment vehicles. Christopher Duong also offers consulting services and helps clients select other advisors.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting services
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Fees related to real estate deals
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CA
01/18/2017 - Present
Hollencrest Capital Management (NEWPORT BEACH CA)
CA
10/16/2008 - 01/16/2018
HOLLENCREST CAPITAL MANAGEMENT, LLC (NEWPORT BEACH CA)
BC
Issued 01/05/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/16/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/2009
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/15/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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