Jacky Phan is an investment adviser representative (IAR) with state registration records since 2021, appearing at 4 firms. Currently registered with LPL FINANCIAL LLC.
| Firm | From | To | Current |
|---|---|---|---|
| LPL FINANCIAL LLC | 2025-09-29 | present | Yes |
| ULRICH INVESTMENT CONSULTANTS | 2022-09-14 | 2025-10-14 | — |
| CAPFINANCIAL PARTNERS, LLC | 2021-11-08 | 2022-08-23 | — |
| COVENANT | 2021-10-26 | 2021-11-24 | — |