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Dustin Raymond Tong

Investment Adviser Representative at DESTINATION WEALTH MANAGEMENT

Walnut Creek, CACRD #4887017Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
16 yrs
States Registered
2 states
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Dustin Raymond Tong has worked in the securities industry since 2010. They are registered to provide investment advisory services in California and Texas.

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 2 states
CaliforniaTexas
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 11/23/2010
Series 63
Uniform Securities Agent State Law Examination
Passed 3/19/2005
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 2/14/2005
Series 26
Investment Company Products/Variable Contracts Principal Examination
Passed 12/29/2005

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
Next $1m0.88%
First $500,0001.15%
Next $500,0000.98%
Next $1m0.93%
Next $1m0.83%
Next $1m0.78%
Flat: $5M-$10M0.75%
Flat: $10M-$15M0.70%
Flat: $15M-$20M0.65%
Flat: $20M+0.60%
Account minimum: $500,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Destination Wealth Management Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

DESTINATION WEALTH MANAGEMENTCurrent
11/24/2010Walnut Creek, CA

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Dustin Raymond Tong has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Dustin Raymond Tong - Financial Advisor in Walnut Creek, CA | AdvisorFinder