Tai hwee Stanley Diong
Investment adviser representative at Everest Financial Group
21 yearsExperience
2 statesRegistered in
$1BFirm assets
19 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
21 years in the industry.
- Osaic Wealth, Inc.Jun 2024 to now
- Yangtze/great WallMar 2006 to now
- Everest Financial Group, LLCNov 2005 to now
- Securities America, IncNov 2005 to Jun 2024
Exams passed
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 2 states (MN, TX).
Everest Financial Group
Legal name: Everest Financial Group LLC
$1BAssets managed
1,940Clients
12Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4128745
- Firm CRD
- 137260