Unclaimed
Phong Bui is an Investment Advisor Representative with Fisher Retirement Solutions LLC. Phong is registered with the state of Washington and has been in the industry since 2016. Phong has a Series 65 license and is licensed to provide investment advice to individuals and businesses. Phong specializes in financial planning and retirement planning. Phong is also a co-owner of MGDB Distributing LLC, an e-commerce business.
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.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
1
2
WA
07/09/2024 - Present
Fisher Retirement Solutions LLC (CAMAS WA)
IA
Issued 01/31/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Phong Bui is the right advisor for you? Invested Better is here to help.