Henry Hien Phan (CRD# 6906295) is an Investment Advisor Representative working at Kera Capital Partners in San Jose, CA and has over 3 years of experience in the finance industry.
CRD# 1351279
Lpl Financial LLC
CRD# 6828753
Fidelity Personal And Workplace Advisors
CRD# 2183126
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kera Capital Partners, Inc. | San Jose, CA | Jan 2021 - Current | 3 |
| Nfluence Partners | San Francisco, CA | Jan 2020 - Dec 2020 | < 1 |
| Student | San Francisco, CA | Aug 2017 - Jun 2020 | 2 |
| Vista Wealth Management | San Francisco, CA | Jul 2019 - Jan 2020 | < 1 |
| Morgan Stanley | Menlo Park, CA | Jul 2018 - May 2019 | < 1 |
| Axa Advisors | San Francisco, CA | Jan 2018 - Jun 2018 | < 1 |
| Unemployed Minor | San Jose, CA | Mar 2011 - Aug 2017 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2021 |
- CA
- IL
-
Total Assets Under Management508MILLIONS
-
Total Number of Accounts568ACCOUNTS
-
Average Account Value$893,650
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- 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
AZ, CA, FL, IL, LA, NY, OR, TX, UT, VA, WA
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