MV
Minh D. Vo
VERUS FINANCIAL GROUP
SUGAR LAND, TX 77478
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CRD#: 5114922
MV
Professional summary
Minh Duc Vo is a registered financial advisor currently at VERUS FINANCIAL GROUP located in Sugar Land, Texas.
Minh is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Minh has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
1. MVKSKA LLA, 2100 TRAVIS ST STE 650, HOUSTON, TX, 06/2018. COMMERCIAL RENTAL PROPERTY OWNER. NIR-1/MO-0/TRADING. 2. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-20/WK-20/TRADING. 07/08/19. 3. VERUS FINANCIAL GROUP, 2100 TRAVIS ST STE 650, HOUSTON, TX, 02/2006. INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. NIR-20/WK-0/TRADING. 4. VERUS CAPITAL VENTURES INC, 2100 ST STE 650, HOUSTON, TX, 07/2019. PRESIDENT, TO PROVIDE TAX AND LEGAL LIABILITY. NIR-1/MO-0/TRADING. 5. VERUS CAPITAL VENTURES PROFIT SHARING PLAN 401K, 2100 ST STE 650, HOUSTON, TX, 07/2019. TRUSTEE, OF COMPANY 401K. INV REL-1/MO-0/TRADING. 6.VERUS FINANCIAL GROUP, 2100 TRAVIS ST, STE 650, HOUSTON, TX, 06/15/21, OWNER, NIR, 5 HR/MO- 0/TRADING HR. 7. CASHEVO FITNESS, LLC, KATY, TX, GYM OWNER, NIR, 09/13/19, 5/WK- 0/TRADING 8. Team Member; Team Based Model; Investment Related: No; Location: 2100 Travis Street Houston Texas 77002; Description of the business: Through a network of various specialized professionals, advise individuals and business owners on improving cash flow through methods including, but not limited to, cost segregation, cost remediation and outsourced bookkeeping, as well as tax reduction strategies. Business networking community, voluntary time contributions as requested.; Responsibilities Duties: Assist other members of this group with cash flow information.; Start date with business: 2021-12-13; Hours devoted to business during trading hours: 1; Hours devoted to business outside trading hours: 5; Percentage of total yearly compensation expected to be derived from the business: 1; 9. Team Member; Team Based Model; Investment Related: Yes; Location: 2100 Travis Street, Houston Texas 77002; Description of the business: Advisor will work with CPA Team Based Model group in a consultation role assisting CPAs with clients, work with CPAs to deliver more value to their clients by networking with them, and if prudent, offer advisory services.; Responsibilities Duties: Consultation role with CPAs within Team Based Model.; Start date with business: 2021-12-13; Hours devoted to business during trading hours: 1; Hours devoted to business outside trading hours: 5; Percentage of total yearly compensation expected to be derived from the business: 1; 10. Private Lending for Real Estate; Member; Not Investment Related; 2400 Evening Star Drive Pearland TX 77584; Description: Personal lending to individuals looking to purchase real estate; Started 2025-05-01; 2 Hours per month outside trading hours; 2 Percent of total yearly compensation expected to be derived from the business.
CRS (Client Relationship Summary) - RIA
Click below to view Minh Duc Vo'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®
NoneExperience
Current
October 13, 2021 - Present
VERUS FINANCIAL GROUP
Office #1: 14141 Southwest Freeway Suite 150, Sugar Land, TX 77478RIA
CRD#: 315153
SUGAR LAND, TX
Past
July 8, 2019 - October 19, 2021
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RIA
CRD#: 134139
Houston, TX
Past
July 8, 2019 - October 19, 2021
CAMBRIDGE INVESTMENT RESEARCH, INC.
BD
CRD#: 39543
Houston, TX
Past
November 15, 2010 - June 27, 2019
MML INVESTORS SERVICES, LLC
RIA
CRD#: 10409
HOUSTON, TX
Past
January 11, 2007 - June 27, 2019
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
HOUSTON, TX
Past
July 13, 2006 - January 9, 2007
FORESTERS EQUITY SERVICES, INC.
BD
CRD#: 18464
HOUSTON, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
VF
VERUS FINANCIAL GROUP
EVS FINANCIAL | VERUS FINANCIAL GROUP | VERUS CAPITAL VENTURES, INC. | VERUS CAPITAL VENTURES, INC
CRD#: 315153 / SEC#: 801-129875
RIA
Registered Investment Advisory firm - (4/11/2024 Approved)Texas
Registered Investment Advisory firm - (5/6/2024 Terminated)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
Texas(10/13/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
VF
VERUS FINANCIAL GROUP
EVS FINANCIAL | VERUS FINANCIAL GROUP | VERUS CAPITAL VENTURES, INC. | VERUS CAPITAL VENTURES, INC
CRD#: 315153 / SEC#: 801-129875
RIA
Registered Investment Advisory firm - (4/11/2024 Approved)Texas
Registered Investment Advisory firm - (5/6/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
14141 Southwest Freeway Suite 150, Sugar Land, TX 77478
Mailing Address
Phone number
(713) 909-3188
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (1 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 640 |
| AUM (Assets Under Management) | $ 129,716,992 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
