Asia Phan
Asia Phan is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Newport Beach, CA, with 9 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
4675 Macarthur Court, Suite 450, Newport Beach, CA, 92660
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Asia works part-time scanning general admission tickets at Time, starting in September 2021. This requires a few hours per week and does not involve handling funds or investment-related activities.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations1 state
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