Nina PhanCA Insurance Lic# 0K11291

Nina Phan
CA Insurance Lic# 0K11291

LPL Registered Sales Assistant

Nina Phan is a LPL Registered Sales Assistant with over seven years of experience. She joined FB Investment Services in 2021 after working with J.P. Morgan Chase Bank and BBVA Investments.

In her most recent role, Nina placed great emphasis on enhancing the client experience, managing daily operations, and providing technical, operational, and administrative support. She is an avid team player and fosters a can-do attitude.

Nina’s primary objective is to provide excellent customer service to all clients and to support the advisors.

She holds the Series 6 and 63 licenses held through LPL Financial as well as a California Life and Health license.

Nina enjoys outdoor activities such as hiking, fun runs like Bay to Breakers, yoga and exploring new and different cities, and most of all spending time with her family.