Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Tien Vu is a financial advisor currently registered with Pure Financial Advisors, LLC in San Diego, California. Anthony has been in the financial services industry since 2009, working at several firms before joining Pure Financial Advisors in 2022. Anthony has a wide range of experience in the industry, having held roles at Charles Schwab & Co., Inc., SC Distributors, LLC, Realty Capital Securities, LLC, MetLife Investors Distribution Company, and SCF Securities, Inc. Anthony holds a Series 6, 7, 63, and 66 license and the SIE exam. Anthony is also a Certified Financial Planner. Anthony specializes in providing financial planning, pension consulting, and portfolio management services to individuals and families. Anthony is committed to providing his clients with personalized and comprehensive financial advice.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
06/01/2022 - Present
Pure Financial Advisors, LLC (SAN DIEGO CA)
CA
08/16/2016 - 05/23/2022
CHARLES SCHWAB & CO., INC. (Brea CA)
CA
12/22/2015 - 07/29/2016
SC DISTRIBUTORS, LLC (NEWPORT BEACH CA)
CA
05/29/2013 - 12/08/2015
REALTY CAPITAL SECURITIES, LLC (Costa Mesa CA)
CA
05/19/2011 - 05/21/2013
METLIFE INVESTORS DISTRIBUTION COMPANY (IRVINE CA)
CA
09/21/2009 - 04/06/2011
SCF SECURITIES, INC. (SAN DIEGO CA)
BOTH
Issued 09/16/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/28/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/2010
Series 7 - General Securities Representative Examination
BC
Issued 09/19/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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