Phuong Doan is a registered investment advisor at Cetera Investment Advisers LLC, based in Houston, TX, with 7 years of industry experience. Phuong operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
9660 Hillcroft St Ste 308, Houston, TX, 77096
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Phuong is an IRS Enrolled Agent providing tax preparation services since 2019. She also works as an assistant for V.V. Babukutty, providing tax preparation, and is a notary public.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
State Registrations3 states
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