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Thuong Thien Pham

Aegis Wealth Management, LLC

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About Thuong Thien Pham

Thuong Thien Pham is a financial advisor with over 20 years of experience in the industry. Thuong is currently registered with Aegis Wealth Management, LLC. Prior to joining Aegis Wealth Management, LLC, Thuong was a registered representative with Securities Service Network, Inc. Thuong holds the Series 7 and Series 66 licenses and is a Certified Financial Planner. Thuong has a strong focus on providing financial advice to high-net-worth individuals and businesses. Aegis Wealth Management, LLC is a Registered Investment Advisor firm based in Maitland, Florida.

Firm Information

Thuong Pham is currently registered with Aegis Wealth Management, LLC. Aegis Wealth Management, LLC is an investment advisor based in Maitland, FL. The firm manages over $160 million in assets for individuals, corporations, and other businesses. Aegis provides portfolio management services, including both discretionary and non-discretionary accounts. The firm primarily serves high-net-worth individuals and other individuals, with a smaller number of corporate clients.
Aegis Wealth Management, LLC

698 N. MAITLAND AVENUE

MAITLAND, FL 32751

$160.77M

Assets Under Management

Not reported

Total Clients

3

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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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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Thuong Pham’s Registration & Firm History

FL

02/11/2016 - Present

Aegis Wealth Management, LLC (MAITLAND FL)

FL

05/05/2000 - 12/31/2014

SECURITIES SERVICE NETWORK, INC. (ALTAMONTE SPRINGS FL)

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Licenses & Designations

BC

Issued 12/31/2014

SIE - Securities Industry Essentials Examination

BC

Issued 05/04/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Thuong Thien Pham.
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