Henry hien Phan
Investment adviser representative at Kera Capital Partners
15 yearsExperience
2 statesRegistered in
$1.4BFirm assets
5 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Kera Capital Partners, Inc.Jan 2021 to now
- Nfluence PartnersJan 2020 to Dec 2020
- Vista Wealth ManagementJul 2019 to Jan 2020
- Morgan StanleyJul 2018 to May 2019
- AXA AdvisorsJan 2018 to Jun 2018
- StudentAug 2017 to Jun 2020
- Unemployed MinorMar 2011 to Aug 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Kera Capital Partners
Legal name: Kera Capital Partners, Inc.
$1.4BAssets managed
329Clients
12Advisers
5 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
- 6906295
- Firm CRD
- 312875