Luan Vo (CRD# 5976274) is an Investment Advisor Representative working at Crimson Investment Managers, LLC in Westminster, CA and has over 10 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pacific Southwest Financial | Woodland Hills, CA | May 2016 - Current | 7 |
| Crimson Investment Managers, LLC | Westminster, CA | Dec 2015 - Current | 8 |
| Axa Advisors, LLC | New York, NY | Oct 2013 - Apr 2016 | 2 |
| Axa Advisors, LLC | New York, NY | Sep 2013 - Apr 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2013 |
- CA
- TX
-
Total Assets Under Management4MILLIONS
-
Total Number of Accounts18ACCOUNTS
-
Average Account Value$210,402
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CA, TX
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