Phuong Luong (CRD# 6815665) is an Investment Advisor Representative working at Just Wealth LLC in Pittsfield, MA and has over 7 years of experience in the finance industry. Phuong Luong has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6091481
The Ayco Company, LP
CRD# 4397867
Commonwealth Financial Network
CRD# 6593537
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Adasina Social Capital | San Francisco, CA | Mar 2023 - Current | 1 |
| Morningstar | Chicago, IL | Nov 2020 - Current | 3 |
| Boston University Financial Planning Program | Boston, MA | Oct 2017 - Current | 6 |
| Just Wealth, LLC | Pittsfield, MA | Jul 2017 - Current | 6 |
| Saltbox Financial LLC | Newburyport, MA | Apr 2021 - Jun 2023 | 2 |
| Robasciotti & Associates, Inc Dba Robasciotti & Philipson | San Francisco, CA | Sep 2019 - Jul 2021 | 1 |
| United Way Of Mass Bay | Boston, MA | Oct 2017 - Apr 2019 | 1 |
| Compass Working Capital | Boston, MA | Oct 2015 - Jun 2017 | 1 |
| Unemployed | Boston, MA | Jun 2015 - Oct 2015 | < 1 |
| Compass Working Capital | Boston, MA | Oct 2013 - Jun 2015 | 1 |
| Cambridge Public Schools | Cambridge, MA | Sep 2010 - Jun 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2016 |
- LA
- MA
-
Total Assets Under Management19MILLIONS
-
Total Number of Accounts34ACCOUNTS
-
Average Account Value$544,322
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
LA, MA
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