Vinh Do, financial advisor Palo Alto CA
93 score

Vinh Do

CRD Number: 5410292
Current Firm: Advice And Planning Services

Vinh Do (CRD# 5410292) is an Investment Advisor Representative working at Advice And Planning Services in Palo Alto, CA and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Tiaa-cref Individual & Institutional Services, LLC Palo Alto, CA Dec 2017 - Current < 1
Tiaa Palo Alto, CA Dec 2017 - Current < 1
Cuso Financial Services, LP San Diego, CA Aug 2015 - Oct 2017 2
Uncle Credit Union Livermore, CA Jan 2017 - Sep 2017 < 1
Commonwealth Central Credit Union Milpitas, CA Aug 2015 - Apr 2016 < 1
E*trade Securities LLC Cupertino, CA Jan 2015 - Jul 2015 < 1
Harrisdirect LLC Cupertino, CA Jan 2015 - Jul 2015 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Menlo Park, CA Mar 2011 - Jan 2015 3
Bank Of America, N.a. Menlo Park, CA Mar 2011 - Jan 2015 3
New England Securities Foster City, CA Aug 2010 - Mar 2011 < 1
Jp Morgan Chase Bank Na San Jose, CA Oct 2009 - Jun 2010 < 1
Chase Investment Services Corp San Jose, CA Oct 2009 - Jun 2010 < 1
Unemployed San Jose, CA Apr 2009 - Oct 2009 < 1
Wachovia Securities, LLC San Leandro, CA Aug 2007 - Mar 2009 1
Wachovia Bank, N.a. San Jose, CA Jul 2007 - Mar 2009 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2007
S65 NASAA Investment Advisors Law Examination Feb 2011
Contact Info for Vinh Q. Do
Phone Number: 212-490-9000
Firm Website: http://www.tiaa.org
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    21,673
    MILLIONS
  • Total Number of Accounts
    55,750
    ACCOUNTS
  • Average Account Value
    $388,745
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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