KP
Kim-oanh Pham
EQUITY ADVISORS
Milpitas, CA
CRD#: 8049350
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KP
Kim-oanh PhamEQUITY ADVISORS
Professional summary
Kim-oanh Pham is a registered financial advisor currently at EQUITY ADVISORS, LLC located in Milpitas, California.
Kim-oanh is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Kim-oanh has worked at 1 firm .
At a Glance
Always Fiduciary
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Kim-oanh Pham'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
February 27, 2025 - Present
EQUITY ADVISORS, LLC
RIA
CRD#: 300031
Milpitas, 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(2/27/2025)
Exams
Current Firm
EA
EQUITY ADVISORS, LLC
EQUITY ADVISORS, LLC | SHOCKWAVE ADVISORS | LIFELONG RETIREMENT CORP
CRD#: 300031 / SEC#:
Alabama
Registered Investment Advisory firm - (9/18/2025 Approved)California
Registered Investment Advisory firm - (2/8/2019 Approved)Florida
Registered Investment Advisory firm - (3/5/2025 Approved)Missouri
Registered Investment Advisory firm - (8/8/2019 Approved)Nevada
Registered Investment Advisory firm - (6/18/2020 Approved)New Jersey
Registered Investment Advisory firm - (5/22/2020 Approved)North Carolina
Registered Investment Advisory firm - (11/6/2019 Approved)Pennsylvania
Registered Investment Advisory firm - (11/2/2023 Approved)Loading...
Contact information
Main Address
Zepher Cove, NV
Mailing Address
Phone number
(408) 261-2275
Established
Firm type
Fiscal year end
# of Employees
5
Regulatory assets under management
| Total Number of Accounts | 178 |
| AUM (Assets Under Management) | $ 34,248,743 |
Red Flags
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