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Phong Quoc Bui

Fisher Retirement Solutions LLC

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About Phong Quoc Bui

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.

Firm Information

Phong Bui is currently registered with Fisher Retirement Solutions LLC. Fisher Retirement Solutions LLC is an investment advisor based in Plano, TX. The firm primarily manages assets for pension and profit-sharing plans and state or municipal government entities. They have approximately $4.9 billion in regulatory assets under management.
Fisher Retirement Solutions LLC

6404 INTERNATIONAL PARKWAY

PLANO, TX 75093

$4.90B

Assets Under Management

82

Total Clients

28

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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Phong Bui’s Registration & Firm History

WA

07/09/2024 - Present

Fisher Retirement Solutions LLC (CAMAS WA)

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Licenses & Designations

IA

Issued 01/31/2017

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Phong Quoc Bui.
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