Larry Pham
Investment adviser representative at Gwn Securities Inc.
11 yearsExperience
1 stateRegistered in
ChFC®Designation
$4.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Market timing
Experience
11 years in the industry.
- Gwn Securities, Inc.May 2021 to now
- Equitable Advisors, LLCMay 2015 to May 2021
- AXA-advisors, LLCMay 2015 to Jun 2020
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (CA).
Gwn Securities Inc.
$4.8BAssets managed
37,793Clients
444Advisers
22 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
- 6136696
- Firm CRD
- 128929