Anothoune Phimmasone
Anothoune Phimmasone is a registered investment advisor at Osaic Wealth, INC., based in Reston, VA, with 25 years of industry experience. Anothoune operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
10701 Parkridge Blvd., Suite 130, Reston, VA, 20191
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Regulatory History (1)
Customer Dispute
February 2016Other Business ActivitiesSells Insurance
Anothoune is a Managing Partner at P.I.M. Capital, an LLC focused on fixed annuity and insurance business since 2018. This takes about a quarter of Anothoune's time and supports clients around investments and insurance for Woodbury Financial.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
Capital One Advisors, LLC
Capital One Investing, LLCBroker
Capital One Financial Advisors LLC
Capital One Investment Services LLCBroker
M&t Securities, INC.
M&t Securities, INC.Broker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
First Union Brokerage Services, INC.Broker
State Registrations26 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.