AB
AB

Anthony Trung Thien Bui

13 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
261 advisors
Number of Clients
3,473 clients
Average Client Portfolio
$500K average
Assets Under Management
$1.7B

Fee Structure

Minimum Investment:$10K
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Location

Houston, TX

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Anthony is an insurance agent since 2017, but is not currently selling insurance or annuities, though he may in the future. He also serves as Chief Financial Officer for three passive real estate investment companies, spending minimal time on each.

Employment History
Current Registrations
World Investments, LLCBroker
October 2025 - Present · 4 mos
World Investment Advisors, LLC
April 2025 - Present · 10 mos
Previous Registrations
Pensionmark Securities, LLCBroker
March 2025 - October 2025 · 7 mos
Empower Financial Services, INC.Broker
August 2021 - March 2025 · 3 yrs 7 mos
John Hancock Distributors LLCBroker
December 2016 - August 2021 · 4 yrs 8 mos
Invesco Advisers, INC.
May 2014 - December 2016 · 2 yrs 7 mos
Invesco Distributors, INC.Broker
September 2012 - December 2016 · 4 yrs 3 mos
State Registrations1 state
TX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.