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Christopher Duyanh Pham

Sequent Planning, LLC

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About Christopher Duyanh Pham

Christopher Duyanh Pham is an investment advisor representative at Sequent Planning, LLC. Christopher has been in the financial industry since 2015 and holds a Series 63 and a Series 65 license. Christopher is registered with the state of Texas. Sequent Planning, LLC is a Registered Investment Advisor (RIA) based in Omaha, Nebraska, with a branch office in Houston, Texas. Sequent Planning provides financial planning, pension consulting, educational seminars, portfolio management for individuals, and publication of periodicals. Christopher has experience providing insurance products and services. Christopher is a partner/director of The X-Ray Institute, Inc. Christopher is also a partner/ of Noble Duke Ventures, a real estate investment company.

Firm Information

Christopher Pham is currently registered with Sequent Planning, LLC. Sequent Planning, LLC is an investment advisor based in Omaha, NE. The firm provides financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, and portfolio management for individuals. Sequent Planning manages approximately $373,438,734 in discretionary assets for 4,279 clients.
Sequent Planning, LLC

8420 WEST DODGE ROAD

OMAHA, NE 68114

$373.44M

Assets Under Management

49

Total Clients

66

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Christopher Pham’s Registration & Firm History

TX

10/02/2024 - Present

Sequent Planning, LLC (Houston TX)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christopher Duyanh Pham.
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