Uyen Thuy Pham
Investment adviser representative at Raymond James (USA) Ltd
12 yearsExperience
1 stateRegistered in
$2BFirm assets
15 yearsFirm in business
Are you Uyen Thuy Pham? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Raymond James (USA) Ltd.Oct 2025 to now
- Raymond James Ltd.Jul 2025 to now
- Beacon Hill Wealth Management LtdMay 2024 to Jul 2025
- Raymond James (USA) Ltd.Dec 2014 to May 2024
- Raymond James Ltd.Jun 2014 to May 2024
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (CA).
Raymond James (USA) Ltd
$2BAssets managed
4,864Clients
122Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4502444
- Firm CRD
- 25853