Phuong Thai, financial advisor San Francisco CA
90 score

Phuong Thai

CRD Number: 6125084
Current Firm: Eagle Strategies LLC

Phuong Thai (CRD# 6125084) is an Investment Advisor Representative working at Eagle Strategies LLC in San Francisco, CA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Eagle Strategies LLC Fremont, CA Jan 2014 - Current 2
Nylife Securities LLC San Francisco, CA Jul 2013 - Current 3
New York Life Insurance Company San Francisco, CA Jun 2013 - Current 3
Unemployed San Leandro, CA Feb 2013 - Jun 2013 < 1
Td Ameritade San Francisco, CA Sep 2012 - Feb 2013 < 1
Accountemps Oakland, CA Jun 2012 - Sep 2012 < 1
Unemployed San Leandro, CA Feb 2012 - May 2012 < 1
Bank Of America Fremont, CA Feb 2011 - Jan 2012 < 1
Cal State East Bay Hayward, CA May 2009 - Dec 2010 1
H&r Block San Leandro, CA Jan 2009 - Apr 2009 < 1
Cal State East Bay Hayward, CA Apr 2008 - Dec 2008 < 1
Unemployed San Leandro, CA Jan 2008 - Mar 2008 < 1
Saigon Kitchen Restaurant Austin, TX Jun 2006 - Dec 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2013
Contact Info for Phuong T. Thai
Phone Number: (888) 695-3245
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    5,154
    MILLIONS
  • Total Number of Accounts
    29,837
    ACCOUNTS
  • Average Account Value
    $172,747
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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