Phuong QuachCRD Number: 4454407
Current Firm: Ameriprise Financial Services, Inc.
Phuong Quach (CRD# 4454407) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Santa Clara, CA and has over 15 years of experience in the finance industry.
Three Bell Capital LLC
Skyoak Wealth Management, Inc.
Oceaniq Capital, LLC
|American Express Financial Advisors||Santa Clara, CA||Sep 2001 - Current||15|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2001|
Total Assets Under Management178,060MILLIONS
Total Number of Accounts1,085,445ACCOUNTS
Average Account Value$164,044
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV