Luong
Pham
Axim Planning & Wealth
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About this Advisor
Luong Pham is a financial advisor who works out of Springboro, Ohio who has 1 year of industry experience. Pham is an advisor for Axim Planning & Wealth. Their career trajectory has included roles at Tcfg Investment Advisors, LLC, Axim Wealth Management LLC Dba Axim Planning & Wealth, Fsic, Wells Fargo Clearing Services, LLC, United Advisors Services, Tcfg Wealth Management, LLC, Cetera Advisors LLC, Axim Wealth Management Dba Axim Planning & Wealth and Axim Insurance LLC. Pham maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to operate in Ohio and Texas. Axim Planning & Wealth is a registered investment company based in Springboro, OH. It has $113 million in total assets across its 451 accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. Of its 451 client accounts, just 14% are held by high-net-worth individuals who have greater than $1 million in assets. The business has a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fee schedules usually depend on the type of services provided. Fees charged by Axim Planning & Wealth typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Axim Planning & Wealth Brokerage Details
$112,916,841
2
451
$250,370
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Luong Pham Work History
Luong has been registered as a financial advisor for 1 years.*
Axim Wealth Management LLC Dba Axim Planning & Wealth
Axim Wealth Management Dba Axim Planning & Wealth
Axim Insurance LLC
Cetera Advisors LLC
Tcfg Investment Advisors, LLC
Fsic
United Advisors Services
Tcfg Wealth Management, LLC
Wells Fargo Clearing Services, LLC
*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 Luong 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 Axim Planning & Wealth
Springboro, OH
Springboro, OH
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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