Phuong-thuy Dinh (CRD# 4893517) is an Investment Advisor Representative working at Evoke Advisors in Los Angeles, CA and has over 19 years of experience in the finance industry.
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
CRD# 6724246
Modern Assets, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Evoke Wealth, LLC | Los Angeles, CA | Oct 2020 - Current | 3 |
| Unemployed | Murrieta, CA | Feb 2020 - Oct 2020 | < 1 |
| First Republic Investment Management Inc. | Los Angeles, CA | Apr 2017 - Feb 2020 | 2 |
| First Republic Securities Company, LLC | Los Angeles, CA | Apr 2017 - Feb 2020 | 2 |
| Ubs Financial Services Inc. | Century City, CA | Nov 2013 - Apr 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2005 |
- CA
- FL
- NV
-
Total Assets Under Management13,363MILLIONS
-
Total Number of Accounts9,915ACCOUNTS
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Average Account Value$1,347,750
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, MA, MD, MI, MN, MO, MT, NC, NJ, NV, NY, OH, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WY
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