Profile
Amy Wong is currently working as the Vice President-Institutional Services at PENSCO Trust Co. She started this position in 2018.
Prior to her current role, she worked as the Executive Vice President at LPL Financial LLC from 2000 to 2001.
Former positions of Amy Wong
| Companies | Position | End |
|---|---|---|
LPL Financial LLC
 LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients. | Corporate Officer/Principal | 2000-12-31 |
PENSCO Trust Co.
 PENSCO Trust Co. Investment Trusts/Mutual FundsMiscellaneous PENSCO Trust Co. provides custodial and administrative services. It manages retirement accounts for its clients. The firm offers its services to registered investment advisors, financial planners, investment sponsors, crowdfunding platforms, and professional service providers seeking an alternative asset custodian for their clients. The company was founded in 1989 and is headquartered in San Francisco, CA. | Corporate Officer/Principal | - |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
PENSCO Trust Co.
PENSCO Trust Co. Investment Trusts/Mutual FundsMiscellaneous PENSCO Trust Co. provides custodial and administrative services. It manages retirement accounts for its clients. The firm offers its services to registered investment advisors, financial planners, investment sponsors, crowdfunding platforms, and professional service providers seeking an alternative asset custodian for their clients. The company was founded in 1989 and is headquartered in San Francisco, CA. | Miscellaneous |
LPL Financial LLC
LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients. | Finance |
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