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Henry Quan Phan

State Farm VP Management Corp.

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About Henry Quan Phan

Henry Quan Phan is a registered representative with State Farm VP Management Corp. in Katy, Texas. He has been in the financial industry since 2012 and holds the Series 6, Series 63 and SIE licenses. He has been registered with the state of Texas since 2014. Previously, Henry Quan Phan was with CHASE INVESTMENT SERVICES CORP. in Houston, Texas.

Firm Information

Henry Phan is currently registered with State Farm VP Management Corp.. State Farm VP Management Corp. is a corporation formed in 1996 and approved to operate in all 50 states and the District of Columbia. The firm has one approved SEC registration and 51 approved state registrations.

Not reported

Assets Under Management

Not reported

Total Clients

5,459

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.

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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Henry Phan’s Registration & Firm History

TX

04/21/2014 - Present

State Farm VP Management Corp. (Katy TX)

TX

06/04/2010 - 10/06/2011

CHASE INVESTMENT SERVICES CORP. (HOUSTON TX)

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Licenses & Designations

BC

Issued 05/03/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/19/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Henry Quan Phan.
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