Dai Pham (CRD# 2387470) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Alviso, CA and has over 30 years of experience in the finance industry.
CRD# 3262592
Captrust
CRD# 2055289
Powering Your Retirement
CRD# 1351279
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| International Children Assistance Network (ican) | Milpitas, CA | Sep 2021 - Current | 2 |
| San Francisco Human Services Agency | Foster Parent, CA | Mar 2020 - Current | 4 |
| Transamerica Financial Advisors, Inc. | Alviso, CA | Jan 2012 - Current | 12 |
| World System Builders (wsb) | Alviso, CA | Jan 2002 - Current | 22 |
| World Financial Group | Alviso, CA | Jun 2001 - Current | 22 |
| Rental Property | San Francisco, CA | Jul 1997 - Current | 26 |
| Alamo Elementary School | San Francisco, CA | May 2021 - Jan 2023 | 1 |
| Promus Group, Inc. | San Francisco, CA | Dec 2014 - Jan 2023 | 8 |
| Center For International Training Cooperation (citc) | Ho Chi Minh City, | Sep 2013 - Jan 2023 | 9 |
| University Of Chiang Mai | Chiang Mai, | Sep 2013 - Jan 2023 | 9 |
| World System Builder | Tortola, | Dec 2004 - Jul 2016 | 11 |
| International Marketing Group | Makati, | Dec 2004 - Jul 2016 | 11 |
| Wfg Taiwan | Taipei, | Dec 2004 - Jul 2016 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1993 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2005 |
- CA
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Total Assets Under Management1,619MILLIONS
-
Total Number of Accounts45,001ACCOUNTS
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Average Account Value$35,987
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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