Phillip
Do
Financial Advisors Network, Inc
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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
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Fee Structure
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Financial Advisors Network, Inc Brokerage Details
$799,117,676
13
3,508
$227,799
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
Financial Advisors Network, Inc
Raymond James
Disneyland Resort
Adt
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
Tustin, CA
Tustin, CA
Tustin, CA
Tustin, CA
Tustin, CA
Tustin, CA
Tustin, CA
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.
