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Detailed Report
BERNSON GIN WON WONG
CRD#: 5780813
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Investment Adviser
PRECEPT ADVISORY GROUP LLCCRD#: 152776 130 THEORY
SUITE 200
IRVINE, CA 92617
Registration History
201020122014201620182020202220242026IAPRECEPT ADVISORY GROUP LLC (CRD# 152776)2010 - Present (14 years)
License(s)

State Registrations

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California 7/13/2010
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Texas 5/16/2017
Current Registration(s)
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PRECEPT ADVISORY GROUP LLC (CRD#:152776)
130 THEORY SUITE 200, IRVINE, CA 92617
Registered with this firm since 7/13/2010
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.