Dai
Pham
Transamerica Financial Advisors, Inc
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About this Advisor
Dai Pham is a financial advisor based out of Alviso, California with a total of 11 years of industry experience. Pham currently works for Transamerica Financial Advisors, Inc. Throughout their career, Pham has worked at World Financial Group, World System Builder, International Marketing Group, Wfg Taiwan, Transamerica Financial Advisors, Inc, Center For International Training Cooperation (Citc), University Of Chiang Mai, Rental Property, San Francisco Human Services Agency, Alamo Elementary School, International Children Assistance Network (Ican), World System Builders (Wsb) and Promus Group, Inc. Pham has Series 63 and Series 66 licenses, which qualify them as a securities broker, and is registered to work in California. Transamerica Financial Advisors, Inc is a registered investment firm operating out of Saint Petersburg, FL. It has offices in 286 locations and a total of 1,235 financial advisors. It controls $2 billion in assets among its 59,659 accounts, placing it among the largest firms in the United States by assets under management. The firm advises 18 charities and foundations. Of its 59,659 client accounts, just 2% belong to high-net-worth investors who have at least $1 million in investable assets. Transamerica Financial Advisors, Inc provides a broad set of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial advisory fees usually vary depending on which services the firm provides the client. However, fees charged by Transamerica Financial Advisors, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Transamerica Financial Advisors, Inc Brokerage Details
$1,815,425,709
1,235
59,659
$30,430
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Dai Pham Work History
Dai has been registered as a financial advisor for 11 years.*
International Children Assistance Network (Ican)
San Francisco Human Services Agency
Transamerica Financial Advisors, Inc
World System Builders (Wsb)
World Financial Group
Rental Property
Alamo Elementary School
Promus Group, Inc
Center For International Training Cooperation (Citc)
University Of Chiang Mai
World System Builder
International Marketing Group
Wfg Taiwan
*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 Dai Pham 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 Transamerica Financial Advisors, Inc
Plano, TX
Orem, UT
Braintree, MA
Irvine, CA
San Antonio, TX
Draper, UT
Woodland Hills, CA
Bridgeport, MI
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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