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Kelly Dalton Fong

Bankoh Investment Services, Inc.

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About Kelly Dalton Fong

Kelly Dalton Fong is a financial advisor with Bankoh Investment Services, Inc. in Honolulu, Hawaii. Kelly is a certified financial planner. Kelly is a registered investment advisor representative (IAR) in California and Hawaii. Kelly has been a registered representative since 2003 and an investment advisor representative since 2014.

Firm Information

Kelly Fong is currently registered with Bankoh Investment Services, Inc.. Bankoh Investment Services, Inc. is a corporation formed in October 1991 and headquartered in Honolulu, Hawaii. The firm provides financial planning, portfolio management for businesses and individuals, and selection of other advisors. They have a total of 1,202 accounts under management with approximately $343.7 million in regulatory assets. Bankoh Investment Services, Inc. is registered with the SEC and in six states.
Bankoh Investment Services, Inc.

130 MERCHANT STREET

HONOLULU, HI 96813

$343.72M

Assets Under Management

711

Total Clients

32

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Kelly Fong’s Registration & Firm History

HI

08/21/2014 - Present

Bankoh Investment Services, Inc. (HONOLULU HI)

HI

05/19/2008 - 10/10/2008

BANCWEST INVESTMENT SERVICES, INC. (HONOLULU HI)

CA

04/14/2005 - 10/03/2007

LEHMAN BROTHERS INC. (SAN FRANCISCO CA)

NY

11/12/2003 - 03/23/2005

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

CA

07/14/2003 - 10/24/2003

PACIFIC GROWTH EQUITIES, LLC (SAN FRANCISCO CA)

NY

07/11/2000 - 08/27/2002

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

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Licenses & Designations

BC

Issued 08/26/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/13/2014

Series 7 - General Securities Representative Examination

BC

Issued 01/19/2005

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 12/15/2004

Series 86 - Research Analyst Exam - Part I Analysis Module

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kelly Dalton Fong.
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