Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Linda? Claim Your ProfileLinda My kien Phu is a financial advisor with LPL Financial LLC. Linda has been in the financial services industry for over 20 years and has a deep understanding of the investment landscape. Linda is committed to providing personalized financial advice and investment solutions to help her clients achieve their financial goals. Linda is registered with the state of California and holds the Series 7, Series 63, and Series 65 licenses. Linda is also registered with FINRA. Linda is currently affiliated with LPL Financial LLC and has also worked at BANCWEST INVESTMENT SERVICES, INC., UNIONBANC INVESTMENT SERVICES, LLC, FIRST REPUBLIC SECURITIES COMPANY, LLC, WELLS FARGO INVESTMENTS, LLC, and CITIGROUP GLOBAL MARKETS INC. Linda holds a number of designations and is a member of several industry organizations.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CA
07/19/2023 - Present
LPL Financial LLC (SAN FRANCISCO CA)
CA
01/05/2016 - 07/19/2023
BANCWEST INVESTMENT SERVICES, INC. (LARKSPUR CA)
CA
05/15/2009 - 08/21/2015
UNIONBANC INVESTMENT SERVICES, LLC (WALNUT CREEK CA)
CA
01/04/2007 - 02/23/2009
FIRST REPUBLIC SECURITIES COMPANY, LLC (WALNUT CREEK CA)
CA
06/11/2003 - 12/04/2006
WELLS FARGO INVESTMENTS, LLC (WALNUT CREEK CA)
NY
06/21/2001 - 05/19/2003
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
IA
Issued 07/12/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/26/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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