My Vo, financial advisor Boca Raton FL
90 score

My Vo

CRD Number: 6013539
Current Firm: Independent Portfolio Consultants, Inc.

My Vo (CRD# 6013539) is an Investment Advisor Representative working at Independent Portfolio Consultants, Inc. in Boca Raton, FL and has over 4 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Independent Portfolio Consultants, Inc. Boca Raton, FL Nov 2011 - Current 5
R. J. Corman Railroad Group Nicholasville, KY Jun 2009 - Oct 2011 2
Centre College Danville, KY Sep 2005 - May 2009 3
Prudential Propery Investment Management Singapore, Jun 2008 - Aug 2008 < 1
Prudential Fund Management Ho Chi Minh, Jun 2007 - Aug 2007 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2012
Contact Info for My V. Vo
Phone Number: 561-912-1040
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    2,061
    MILLIONS
  • Total Number of Accounts
    1,231
    ACCOUNTS
  • Average Account Value
    $1,674,314
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AZ, CA, CT, FL, GA, IA, IL, IN, KY, LA, MA, MD, MI, MN, MO, MS, NC, NE, NH, NJ, NY, OH, OK, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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