Quang PhanCRD Number: 4583792
Current Firm: Cuso Financial Services, LP
Quang Phan (CRD# 4583792) is an Investment Advisor Representative working at Cuso Financial Services, LP in San Jose, CA and has over 14 years of experience in the finance industry.
Altos Investments, Inc.
Meyers Wealth Management
Skyoak Wealth Management, Inc.
|Cuso Financial Services, LP||San Diego, CA||Apr 2009 - Current||7|
|Banc Of America Invesment Services, Inc.||San Jose, CA||Sep 2008 - Mar 2009||< 1|
|Banc Of America Insurance Services, Inc.||San Jose, CA||Sep 2008 - Mar 2009||< 1|
|Countrywide Bank, Fsb||Thousand Oaks, CA||Jan 2008 - Sep 2008||< 1|
|Countrywide Investment Services, Inc.||Chandler, AZ||Jan 2008 - Sep 2008||< 1|
|Iof Foresters||Milipitas, CA||Aug 2003 - Jan 2008||4|
|Foresters Equity Services||Milipitas, CA||Aug 2003 - Jan 2008||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2003|
|S65||NASAA Investment Advisors Law Examination||Nov 2008|
Total Assets Under Management1,812MILLIONS
Total Number of Accounts14,085ACCOUNTS
Average Account Value$128,623
- 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, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV
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