Phuong-Thuy
Dinh
Evoke Advisors
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About this Advisor
Phuong-Thuy Dinh is a financial advisor operating out of Los Angeles, California with 3 years of industry experience. Dinh is an advisor for Evoke Advisors. Throughout their career, Dinh has worked at Ubs Financial Services Inc, First Republic Investment Management Inc, First Republic Securities Company, LLC and Evoke Wealth, LLC. Dinh has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in California, Florida and Nevada. Evoke Advisors is a business operating out of Los Angeles, CA. It has offices in two locations and a total of 46 employees. It controls $10 billion in assets among its 8,511 client accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm provides services to 12 charities and foundations. Of its 8,511 customer accounts, 88% belong to high-net-worth investors who have at least $1 million in assets available to invest. The firm performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees for financial management usually depend on which services the firm provides the client. However, fee types charged by Evoke Advisors can consist of any combination of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Evoke Advisors Brokerage Details
$10,205,202,435
46
8,511
$1,199,060
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Phuong-Thuy Dinh Work History
Phuong-Thuy has been registered as a financial advisor for 3 years.*
Evoke Wealth, LLC
First Republic Investment Management Inc
First Republic Securities Company, LLC
Ubs Financial Services Inc
Ubs Financial Services Inc
*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 Phuong-Thuy Dinh 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 Evoke Advisors
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, 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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