Larry Phan
Investment adviser representative at Citigroup Global Markets Inc.
12 yearsExperience
2 statesRegistered in
$56BFirm assets
62 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Citigroup Global Markets Inc.May 2021 to now
- CitigroupApr 2021 to now
- Wells Fargo Clearing ServicesJun 2018 to Apr 2021
- DisysJun 2018 to Sep 2018
- Mueller ProstJan 2018 to Apr 2018
- AerotekAug 2017 to Dec 2017
- Edward JonesJan 2017 to Aug 2017
- University of Missouri-st. LouisAug 2014 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (MO, TX).
Citigroup Global Markets Inc.
$56BAssets managed
59,829Clients
2,405Advisers
62 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
- 6732877
- Firm CRD
- 7059