Duncan Pham
Helping small business owners and solo professionals plan for exit, retirement and succession
- Role
- Investment Executive at Cetera Financial Specialists
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About Duncan Pham
Attorney and Counselor at Law Financial Advisor Insurance Producer (LH & A; P&C) Escrow Officer 35+ years of legal work in solo and small-firm practices with a concentration on advising small business owners on personal and business tax strategies, asset protection, estate planning, and business exit/succession planning. Admitted to practice in Texas, California, Pennsylvania, and Louisiana, at State and Federal levels, Fifth Circuit Court of Appeals, US Tax Cour Fluent in English, Vietnamese, and French
Experience
Investment Executive
Jun 2019 — Present
Securities offered through Cetera Financial Specialists LLC (doing insurance business in California as CFGFS), member FINRA/SIPC. Advisory services offered through Cetera Financial Advisers LLC. Cetera is under separate ownership from any other named entity.
Education
Drury University
BA, English, Pol Sc
1975 — 1978
Lycee Marie Curie
Baccalaureat, General
1973 — 1975
The George Washington University Law School
Doctor of Law (J.D.), Law
1978 — 1981
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