Evan T. Pan

TAX EFFICIENT ASSET MANAGEMENT SOLUTION

Pasadena, CA 91101

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CRD#: 6507893

Professional summary

Evan Tai Pan, CFA, who also goes by Evan Pan, Van Tai Phan, is a registered financial advisor currently at TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC. located in Pasadena, California and PAN GLOBAL ADVISERS, LLC located in Costa Mesa, California.

Evan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Evan has worked at 4 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Evan Pan | Van Tai Phan

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.

Board of Director, Treasurer, Chair of the Finance Committee, for a large non-profit called "Options for Learning." This takes about 5-10% of my time per week. Board of Director and Chair of Finance Committee, for nonprofit Joni and Friends Foundation. This takes less than 5% of my time per month.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Evan Tai Pan's CRS (Customer Relationship Summary).

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®

CFA

Chartered Financial Analyst

Experience

Current

July 12, 2018 - Present

TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC.

Office #1: 251 S. Lake Avenue 8th Floor, Pasadena, CA 91101

RIA

CRD#: 146778

Pasadena, CA

Current

May 16, 2019 - Present

PAN GLOBAL ADVISERS, LLC

Office #1: 650 Town Center Drive Suite 890, Costa Mesa, CA 92626

RIA

CRD#: 301863

Costa Mesa, CA

Past

March 2, 2022 - November 10, 2022

VISIONQUEST ADVISORS, LLC

RIA

CRD#: 307217

Costa Mesa, CA

Past

June 16, 2015 - July 10, 2018

FULLER INVESTMENT MANAGEMENT COMPANY

RIA

CRD#: 167467

PASADENA, CA

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".

PAN GLOBAL ADVISERS, LLC

CRD#: 301863 / SEC#: 801-115286

RIA

Registered Investment Advisory firm - (5/15/2019 Approved)

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
(7/12/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

PAN GLOBAL ADVISERS, LLC

CRD#: 301863 / SEC#: 801-115286

RIA

Registered Investment Advisory firm - (5/15/2019 Approved)

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Contact information

Main Address

650 Town Center Drive Suite 890, Costa Mesa, CA 92626

Mailing Address

Phone number

(949) 878-9410

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2 (3/31/2025)

Regulatory assets under management

Total Number of Accounts	309
AUM (Assets Under Management)	$ 225,671,960

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.

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Evan T. Pan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Evan Tai Pan's CRS (Customer Relationship Summary).

Certified licenses

Experience

TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC.

PAN GLOBAL ADVISERS, LLC

VISIONQUEST ADVISORS, LLC

FULLER INVESTMENT MANAGEMENT COMPANY

Primary Firm SEC Registration

PAN GLOBAL ADVISERS, LLC

State Registrations and Notice Filings

Exams

Current Firm

PAN GLOBAL ADVISERS, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PAN GLOBAL ADVISERS, LLC

TRUST BUT VERIFY

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