Thai Doan (CRD# 6155278) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Clarksville, TN and has over 11 years of experience in the finance industry.
CRD# 6756020
Raymond James Financial Services Advisors, Inc.
CRD# 3272374
Raymond James Financial Services Advisors, Inc.
CRD# 58517
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| U.s. Bancorp Investments, Inc. | Brentwood, TN | May 2018 - Current | 6 |
| U.s. Bank | Rocklin, CA | May 2018 - Jan 2022 | 3 |
| Wells Fargo Clearing Services, LLC | Vacaville, CA | Nov 2016 - May 2018 | 1 |
| Wells Fargo Bank Na | Vacaville, CA | Apr 2013 - May 2018 | 5 |
| Wells Fargo Advisors LLC | Vacaville, CA | Apr 2013 - Nov 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2023 |
| S63 | Uniform Securities State Law Examination | Mar 2013 |
- TN
-
Total Assets Under Management15,875MILLIONS
-
Total Number of Accounts60,028ACCOUNTS
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Average Account Value$264,455
- A percentage of assets under your management
- Other
- Financial planning services
- 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)
- Publication of periodicals or newsletters
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, VT, WA, WI, WV, WY
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