CP
CP

Christopher Duyanh Pham

1 Year of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningInsurance PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
74 advisors
Number of Clients
5,102 clients
Average Client Portfolio
$77K average
Assets Under Management
$394.7M

Fee Structure

Minimum Investment:None
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Location

8420 West Dodge Road, Suite 110, Omaha, NE, 68114

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Christopher is an insurance agent since 2015, providing life and health insurance products and services to clients and prospects, dedicating about 10-20% of his time. He is also a partner/director of The X-Ray Institute, Inc. since 2014, and a partner of Noble Duke Ventures since 2022, investing in real estate.

Employment History
Current Registrations
Sequent Planning, LLC
October 2024 - Present · 1 yr 4 mos
Previous Registrations
Mutual of Omaha Investor Services, INC.Broker
August 2016 - November 2016 · 3 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.
Christopher Duyanh Pham - Financial Advisor | TrueAdvisor