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LV

Luan H. Vo

CRIMSON INVESTMENT MANAGERS
Westminster, CA 92683
Some features on this profile are disabled
CRD#: 5976274
LV

Professional summary

Luan H Vo, who also goes by Luan Vo, is a registered financial advisor currently at CRIMSON INVESTMENT MANAGERS, LLC located in Westminster, California.

Luan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Luan has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Luan Vo

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.
Luan H Vo is a licensed insurance agent at Pacific Southwest Financial. The address is 21021 Ventura Blvd., Suite 400 Woodland Hills, Ca. 91364. My title is insurance agent, and selling only fixed insurance products for financial planning purposes. I started from May 31th 2016, and I devote only 5 hours per week, and none of the hours are during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Luan H 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®
None

Experience

Current

May 20, 2016 - Present

CRIMSON INVESTMENT MANAGERS, LLC

Office #1: 9550 Bolsa Ave, Suite 220, Westminster, CA 92683
RIA
CRD#: 282498
Westminster, CA
Past

October 22, 2013 - April 8, 2016

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
IRVINE, CA
Past

September 19, 2013 - April 8, 2016

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
IRVINE, CA
Past

September 6, 2012 - June 25, 2013

WTS PROPRIETARY TRADING GROUP LLC

BD
CRD#: 148117
NEW YORK, NY

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
(5/20/2016)
IAR
Texas
(9/29/2016)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/9/2013
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 4/8/2016
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/19/2013
General Securities Representative Examination

Current Firm

CI
CRIMSON INVESTMENT MANAGERS, LLC
CRIMSON INVESTMENT MANAGERS, LLC | VL FINANCIAL ADVISOR

CRD#: 282498 / SEC#:

California
Registered Investment Advisory firm - (5/20/2016 Approved)
Texas
Registered Investment Advisory firm - (9/29/2016 Approved)
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Contact information

Main Address
9550 Bolsa Ave, Suite 220, Westminster, CA 92683
Mailing Address
Phone number
(657) 999-3999
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts27
AUM (Assets Under Management)$ 10,758,826

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

CRIMSON INVESTMENT MANAGERS, LLC

CRD#: 282498Westminster, CA 92683

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