DW
Dennis Wee
WESTMOUNT PARTNERS
Los Angeles, CA 90067
CRD#: 5855693
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DW
Dennis Wee
WESTMOUNT PARTNERSProfessional summary
Dennis Wee is a registered financial advisor currently at WESTMOUNT PARTNERS, LLC located in Los Angeles, California.
Dennis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Dennis has worked at 2 firms and has passed the Series 65 exam.
Biography
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Top 8 Ask Questions to Ask a Financial Advisor
1. What makes you the best choice for clients?
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2. What are your service offerings?
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3. Do you have an area of expertise or specialization?
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4. Which demographics do you typically serve?
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5. What is your current number of clients?
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6. What is your minimum asset requirement?
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7. How do you get paid?
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8. Are you a "fiduciary"?
Yes
Personal quote
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Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
