Anthony
Vu

Pure Financial Advisors, LLC

CRD#5712021
Investment Advisor
in San Diego, CA

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About this Advisor

Anthony Vu is a certified financial planner operating out of San Diego, California with a total of 1 year of relevant experience. Vu currently works for Pure Financial Advisors, LLC. Vu has gained experience at Metlife Investors Distribution Company, Realty Capital Securities, Sc Distributors, LLC, Charles Schwab & Co., Inc, Charles Schwab Bank and Pure Financial Advisors, LLC. Vu maintains Series 63 and Series 66 licenses, designating them as a securities representative, and is approved to operate in California. Pure Financial Advisors, LLC is a registered investment business headquartered in San Diego, CA. The investment advisory business has offices in six locations and a total of 123 people on staff. It has $5 billion in assets between its 14,757 client accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm serves two charities and foundations. Of its 14,757 accounts, 44% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. The business offers a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and educational seminars. Fees charged by financial advisors largely are based on the type of financial services offered. Fees charged by Pure Financial Advisors, LLC most likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

3131 Camino Del Rio N Suite 1550
San Diego, CA 92108

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Pure Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$4,600,614,925

CA Average: $7,578,581,321
Total Number of Employees

123

CA Average: 43
Total Number of Accounts

14,757

CA Average: 3,727
Average Account Size

$311,758

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops

Anthony Vu Work History

Anthony has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Pure Financial Advisors, LLC

2016 - 2022 (6 years)

Charles Schwab & Co., Inc

2016 - 2022 (6 years)

Charles Schwab Bank

2015 - 2016 (1 year)

Sc Distributors, LLC

2013 - 2015 (2 years)

Realty Capital Securities

2011 - 2013 (2 years)

Metlife Investors Distribution Company

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Anthony Vu to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Pure Financial Advisors, LLC

Robert Canavan
San Diego, CA
Peter Keller
San Diego, CA
Dean Heimbach
Irvine, CA
Dominic Knauf
San Diego, CA
Andrew Askin
San Diego, CA
Rachel Fuss
Mercer Island, WA
Jeffery Wille
Northbrook, IL
William Hodapp
San Diego, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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