Willy Ong Tan
Investment adviser representative at Tcfg Investment Advisors, LLC
14 yearsExperience
1 stateRegistered in
$639.4MFirm assets
13 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Tcfg Investment Advisors, LLCJul 2018 to now
- Tcfg Wealth Management, LLCJul 2018 to now
- Western International Securities, IncOct 2012 to Jul 2018
Exams passed
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 1 state (CA).
Tcfg Investment Advisors, LLC
$639.4MAssets managed
2,334Clients
31Advisers
13 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
- 4186228
- Firm CRD
- 166606