Aye Chan Phyu (CRD# 7070588) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Enid, OK and has over 4 years of experience in the finance industry.
CRD# 6294572
Belpointe Asset Management LLC
CRD# 5919039
Edward Jones
CRD# 4968646
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lincoln Financial Securities Corporation | Enid, OK | May 2023 - Current | 1 |
| First Command Financial Planning, Inc. | Fort Worth, TX | Jun 2019 - May 2023 | 3 |
| First Command Advisory Services, Inc. | Fort Worth, TX | Jun 2019 - May 2023 | 3 |
| First Command Insurance Services, Inc. | Fort Worth, TX | Jun 2019 - May 2023 | 3 |
| First Command | Fort Worth, TX | Mar 2019 - Jun 2019 | < 1 |
| Unemployed | Minot, ND | Jul 2018 - Feb 2019 | < 1 |
| Kpmg LLP | Cambridge (london), | Dec 2017 - Jun 2018 | < 1 |
| Unemployed | Cambridge, | Oct 2017 - Nov 2017 | < 1 |
| Loughborough University | Loughborough, | Dec 2016 - Sep 2017 | < 1 |
| Full-time Education, Loughborough University | Loughborough, | Oct 2016 - Sep 2017 | < 1 |
| Loughborough University | Loughborough, | Feb 2017 - Apr 2017 | < 1 |
| Unemployed | Cambridge, | Jan 2016 - Oct 2016 | < 1 |
| Show East Plus Company,ltd | Seoul, | Sep 2014 - Dec 2015 | 1 |
| Part-time Freelence | Seoul, | Jun 2010 - Aug 2014 | 4 |
| Full-time Education | Yongin, | Sep 2010 - Jun 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2019 |
- OK
- TX
-
Total Assets Under Management4,483MILLIONS
-
Total Number of Accounts21,454ACCOUNTS
-
Average Account Value$208,966
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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