Charles H. Luong

ENDEAVOR ADVISORS LLC

Phoenix, AZ 85016

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CRD#: 6928887

Professional summary

Charles Hong Luong is a registered financial advisor currently at ENDEAVOR ADVISORS LLC located in Phoenix, Arizona.

Charles is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Charles has worked at 2 firms and has passed the Series 65 exam.

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) LUONG FINANCIAL, LLC; TEMPE, AZ; OWNER/INSURANCE AGENT; INSURANCE SALES AND SERVICES; INVESTMENT RELATED. 2) VIETNAMESE COMMUNITY ASSISTANCE FOUNDATION; GLENDALE, AZ; NOT INVESTMENT RELATED; BOARD MEMBER; 01/2020; APPROXIMATELY 5 HRS/MONTH.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charles Hong Luong'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

July 29, 2020 - Present

ENDEAVOR ADVISORS LLC

Office #1: 2801 E Camelback Rd Suite 200, Phoenix, AZ 85016

RIA

CRD#: 309563

Phoenix, AZ

Past

March 22, 2018 - June 19, 2020

LIFETYME FINANCIAL ADVISORS, LLC

RIA

CRD#: 159809

PHOENIX, AZ

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

Arizona
(7/29/2020)

IAR

California
(7/30/2020)

IAR

Texas
(2/10/2025)

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

State Security Law Exam

IAR

Series 65

Date: 3/2/2018

Uniform Investment Adviser Law Examination

Current Firm

ENDEAVOR ADVISORS LLC

CRD#: 309563 / SEC#:

Arizona

Registered Investment Advisory firm - (7/29/2020 Approved)

California

Registered Investment Advisory firm - (7/30/2020 Approved)

Texas

Registered Investment Advisory firm - (2/10/2025 Conditional Restricted)

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Contact information

Main Address

2801 E Camelback Rd Suite 200, Phoenix, AZ 85016

Mailing Address

Phone number

(480) 550-8316

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	344
AUM (Assets Under Management)	$ 42,500,000

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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Charles H. Luong

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charles Hong Luong's CRS (Customer Relationship Summary).

Certified licenses

Experience

ENDEAVOR ADVISORS LLC

LIFETYME FINANCIAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/2/2018

Current Firm

ENDEAVOR ADVISORS LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ENDEAVOR ADVISORS LLC

TRUST BUT VERIFY

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