Phu PhanCRD Number: 3256794
Current Firm: Infinex Investments, Inc.
Phu Phan (CRD# 3256794) is an Investment Advisor Representative working at Infinex Investments, Inc. in Rolling Hills Estates, CA and has over 23 years of experience in the finance industry.
Grove Point Advisors, LLC
Awm Capital, LLC
Bluepoint Wealth Advisors
|Infinex Investments, Inc.||Roling Hills Estate, CA||Jul 2016 - Current||6|
|California National Bank||Los Angeles , CA||Jan 2004 - Current||18|
|Essex National Sec Inc.||Napa, CA||Mar 2010 - Jul 2016||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1999|
|S65||NASAA Investment Advisors Law Examination||Feb 2006|
Total Assets Under Management2,835MILLIONS
Total Number of Accounts9,010ACCOUNTS
Average Account Value$314,620
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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, VI, VT, WA, WI, WV, WY
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