Phillip
Do

Financial Advisors Network, Inc

CRD#7229040
Investment Advisor
in Tustin, CA

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About this Advisor

Phillip Do is a financial advisor based in Tustin, California, working with Financial Advisors Network, Inc. Phillip has previously held positions at Financial Advisors Network, Inc, Raymond James, Disneyland Resort, Adt, and as a student. Phillip has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Phillip is part of Financial Advisors Network, Inc, which operates out of Tustin, California. The firm has 1 office and 13 employees. The firm manages assets totaling $799.1 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, educational seminars, and other services. The fee structure at Financial Advisors Network, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1432 Edinger Avenue Suite 200
Tustin, CA 92780

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Financial Advisors Network, Inc Brokerage Details

Total Assets Under Management

$799,117,676

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

13

CA Average: 43
Total Number of Accounts

3,508

CA Average: 3,727
Average Account Size

$227,799

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
  • Other

Phillip Do Work History

2019 - Present (5 years)

Financial Advisors Network, Inc

2019 - 2019 (< 1 year)

Raymond James

2015 - 2018 (3 years)

Disneyland Resort

2014 - 2015 (1 year)

Adt

2010 - 2020 (10 years)

Student

Disclosures

Please visit the SEC profile of Phillip Do 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 Financial Advisors Network, Inc

Maria Camacho
Tustin, CA
Jordan Sandfer
Tustin, CA
David Reiter
Tustin, CA
Nathan Taccini
Tustin, CA
Spenser Messmore
Tustin, CA
Tyler Thompkins
Tustin, CA
Phillip Do
Tustin, CA
Gabriella Perez
Tustin, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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