Duncan Trang Thien Pham

Employer firm

Packerland Brokerage Services, Inc. CRD 37031

$1.36B regulatory AUM 25 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/1982 → Present
  D T Pham & Associates Llc
  Houston, TX
• 06/2013 → 10/2016
  Pham Financial Advisory
  Houston, TX
• 05/2013 → 10/2016
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 05/2013 → 10/2016
  Cetera Investment Advisors Llc
  Schaumberg, IL
• 10/2016 → 05/2019
  Hd Vest Investment Services
  Houston, TX
• 10/2016 → 05/2019
  Hd Vest Insurance Agency
  Irving, TX
• 10/2016 → 05/2019
  Hd Vest Advisory Services
  Houston, TX
• 05/2019 → 12/2024
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 05/2019 → 12/2024
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 01/2025 → Present
  Packerland Brokerage Services
  Green Bay, WI

Previous Registrations

• 2019-05-21 → 2024-12-31
  Cetera Investment Advisers Llc
  Houston, TX
• 2016-10-19 → 2019-05-31
  Avantax Advisory Services
  Houston, TX
• 2013-05-09 → 2016-10-27
  Cetera Investment Advisers Llc
  Houston, TX
• 2012-11-05 → 2013-04-10
  Edward Jones
  St Louis, MO
  Houston, TX
  Houston, TX

Other Businesses

1)D T PHAM & ASSOCIATES, PLLC; HOUSTON, TX; NON-INVESTMENT RELATED; LEGAL SERVICES; OWNER; SINCE 06/1982; 160 HRS/MO 2)THE KHETSUN FOUNDATION; HOUSTON, TX; NON-INVESTMENT RELATED; DIRECTOR AND PRESIDENT; RELIGIOUS CHARITABLE ORGANIZATION; SINCE 01/2018; 4HRS/MO 3)CODE DANNA FOUNDATION INC.; HOUSTON, TX; NON-INVESTMENT RELATED; LOCAL CHARITABLE FOUNDATION; SINCE 01/2018; 4HRS/MO 4) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES ; INVESTMENT RELATED: YES ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: FIXED INSURANCE ; START DATE: 06/2020 ; APX NUMBER OF HOURS PER WEEK: 4 ; APX NUMBER OF HOURS DURING TRADING HOURS: 4 ; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT ; BRIEF DESCRIPTION OF DUTIES: SELLS HEALTH AND PROPERTY & CASUALTY ;

Exams

• S66 Uniform Combined State Law Examination
  2012-09-07

Other Names

• Trang T Pham
• Duncan Trang Thien Pham
• Duncan Trang Pham