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PH

Phuong L. Huynh

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CRD#: 1351835
PH

Professional summary


Phuong Lan Thi Huynh was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Phuong is a previously registered financial professional and started their career in finance in 1985. Prior to being barred, Phuong had worked at 9 firms, which includes ICG SECURITIES LTD., AMERICAN INVESTMENT SERVICES INC., PIM FINANCIAL SERVICES INC., PAULSON INVESTMENT COMPANY LLC, U.S. SECURITIES CLEARING CORP., SIGNATURE EQUITIES CORPORATION, FIRST AFFILIATED SECURITIES, FIRST AFFILIATED SECURITIES INC., FORESTERS FINANCIAL SERVICES INC..

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Lana Huynh

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

January 10, 2003 - March 10, 2005

ICG SECURITIES LTD.

BD
CRD#: 8351
SAN FRANCISCO, CA
Past

August 27, 2001 - June 21, 2002

AMERICAN INVESTMENT SERVICES, INC.

BD
CRD#: 21111
OKLAHOMA CITY, OK
Past

June 13, 1996 - August 20, 2001

PIM FINANCIAL SERVICES, INC.

BD
CRD#: 10547
SAN MARCOS, CA
Past

October 18, 1993 - June 13, 1996

PAULSON INVESTMENT COMPANY LLC

BD
CRD#: 5670
PORTLAND, OR
Past

October 19, 1990 - October 19, 1993

U.S. SECURITIES CLEARING CORP.

BD
CRD#: 15403
SAN DIEGO, CA
Past

August 9, 1990 - October 19, 1990

SIGNATURE EQUITIES CORPORATION

BD
CRD#: 23787
Past

May 31, 1989 - August 15, 1990

FIRST AFFILIATED SECURITIES

BD
CRD#: 23737
LA JOLLA, CA
Past

March 12, 1986 - May 31, 1989

FIRST AFFILIATED SECURITIES, INC.

BD
CRD#: 6871
Past

August 16, 1985 - January 22, 1986

FORESTERS FINANCIAL SERVICES, INC.

BD
CRD#: 305

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 5/5/1987
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


IS
ICG SECURITIES LTD.
AUSTAM SECURITIES EXCHANGE LTD. | ICG SECURITIES LTD.

CRD#: 8351 / SEC#: , 8-25147

BD
Cancelled by SEC on 04/26/2006
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Contact information


Main Address
Mailing Address
Phone number
Established
California since 09/11/1980
Firm type
Corporation
Fiscal year end
June
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
CERBONE, JOSEPH ANTHONYCHAIRMAN OF THE BOARD43833
HUYNH, PHUONG LAN THI0WNER1351835

Disclosures


Regulatory Event4

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


ICG SECURITIES LTD.

CRD#: 8351

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