Patrick C. Tantraphol

BHV FINANCIAL SERVICES

Sherman Oaks, CA 91403

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CRD#: 5053487

Professional summary

Patrick Ching-fong Tantraphol, CFP®, who also goes by Patrick C. Tantraphol, Patrick Tantraphol, is a registered financial advisor currently at BHV FINANCIAL SERVICES, LLC located in Sherman Oaks, California.

Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Patrick has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Patrick C. Tantraphol | Patrick Tantraphol

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.

BESSOLO & HAWORTH, LLP (pka BESSOLO, HAWORTH & VOGEL, LLP); NOT INVESTMENT-RELATED; ADDRESS: 15060 VENTURA BLVD. STE. 240, SHERMAN OAKS, CA 91403; NATURE OF BUSINESS: CPA FIRM; TITLE: PRINCIPAL/CPA; START-11/2007; 163 HRS PER MO ALL DURING TRADING HRS. DUTIES: ACCOUNTING & TAX PREPARATION.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick Ching-fong Tantraphol's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Current

November 18, 2008 - Present

BHV FINANCIAL SERVICES, LLC

Office #1: 15060 Ventura Blvd. Suite 240, Sherman Oaks, CA 91403

RIA

CRD#: 147464

Sherman Oaks, CA

Past

March 5, 2004 - December 31, 2008

GSBB FINANCIAL SERVICES, LLC

RIA

CRD#: 136978

SHERMAN OAKS, CA

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(11/18/2008)

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Exams

State Security Law Exam

IAR

Series 65

Date: 7/11/2003

Uniform Investment Adviser Law Examination

Current Firm

BHV FINANCIAL SERVICES, LLC

CRD#: 147464 / SEC#:

California

Registered Investment Advisory firm - (11/18/2008 Approved)

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Contact information

Main Address

15060 Ventura Blvd. Suite 240, Sherman Oaks, CA 91403

Mailing Address

Phone number

(818) 493-6650

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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

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Patrick C. Tantraphol

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick Ching-fong Tantraphol's CRS (Customer Relationship Summary).

Certified licenses

Experience

BHV FINANCIAL SERVICES, LLC

GSBB FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/11/2003

Current Firm

BHV FINANCIAL SERVICES, LLC

Contact information

Documents

Red Flags

Company Information

BHV FINANCIAL SERVICES, LLC

TRUST BUT VERIFY

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