Judith Phu (CRD# 6891048) is an Investment Advisor Representative working at Victory Capital Management Inc. in San Antonio, TX and has over 4 years of experience in the finance industry.
CRD# 3266677
Boynton Financial LLC
CRD# 2511275
S.b. Value Partners, LP
CRD# 4422977
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Victory Capital Services, Inc. | San Antonio, TX | Jul 2022 - Current | 1 |
| Victory Capital Management, Inc. | San Antonio, TX | Jul 2022 - Current | 1 |
| Money Concepts Capital Corp | Palm Beach Gardens, FL | Aug 2021 - Jul 2022 | < 1 |
| Nylife Securities LLC | San Antonio, TX | Aug 2019 - Aug 2021 | 2 |
| New York Life Insurance Company | San Antonio, TX | May 2019 - Aug 2021 | 2 |
| Unemployed | San Antonio, TX | Mar 2019 - Jun 2019 | < 1 |
| Task Us | San Antonio, TX | Jul 2018 - Mar 2019 | < 1 |
| Unemployed | San Antonio, TX | May 2018 - Jul 2018 | < 1 |
| World Car Nissan | San Antonio, TX | Jan 2018 - May 2018 | < 1 |
| Idea Public School | San Antonio, TX | Oct 2017 - Jan 2018 | < 1 |
| University Of Texas At San Antonio | San Antonio, TX | Aug 2017 - Oct 2017 | < 1 |
| Mi Casa Child Center | San Antonio, TX | Feb 2017 - Aug 2017 | < 1 |
| University Of Texas At San Antonio | San Antonio, TX | Aug 2013 - May 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2019 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2023 |
- TX
-
Total Assets Under Management151,257MILLIONS
-
Total Number of Accounts2,923ACCOUNTS
-
Average Account Value$51,747,210
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
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, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.