Unclaimed
Raymond Jung Kong is a financial advisor with LPL Financial LLC. Raymond has been in the industry since 2004 and is registered in California and Texas. Raymond also owns and operates Tax Express, Ray Kong Residential Rentals, and Raymond J. Kong, EA - CPA business. Raymond offers a variety of financial services, including financial planning, pension consulting, and portfolio management for businesses and individuals.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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 and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
05/05/2022 - Present
LPL Financial LLC (SAN JOSE CA)
CA
01/01/2004 - 05/04/2022
AVANTAX INVESTMENT SERVICES, INC. (San Jose CA)
BOTH
Issued 01/06/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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