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Julia Kim Pham

Halbert Hargrove

Long Beach, CA

CRD 6545483

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Employer firm

Halbert Hargrove CRD 105515

$4.20B regulatory AUM 2 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Periodicals / newsletters
  • Educational seminars

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

Current Employers
Halbert Hargrove

111 West Ocean Boulevard 23Rd Floor, Long Beach, CA 90802-7908 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-05-08
CA RA APPROVED 2015-08-18
  • TX RA
    APPROVED
    Since 2024-05-08
  • CA RA
    APPROVED
    Since 2015-08-18

Branch Locations

111 West Ocean Boulevard 23Rd Floor, Long Beach, CA 90802-7908 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Halbert Hargrove Long Beach CA 08/2015 Present
Designations
  • Certified Financial Planner

View on SEC IAPD

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