Oxbow Advisors
47yrs
Top advisor by experience in Austin
5yrs
Jacky Phan
Financial advisor at LPL Financial
Jacky Phan has worked in the financial industry for 5 years and is a fiduciary financial advisor based in Austin, Texas. After three years at Ulrich Investment Consultants and a year at Captrust, Jacky joined LPL Financial in 2025, a firm offering financial planning, investment management, and educational workshops. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 3498 advisors with offices in Austin, and one of 3168 fiduciaries.
At a glance
Experience5 years (since 2021)
How that compares ?5 years in the industry
Office13620 N FM 620, Building C Suite 200, Austin, TX 78717
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- Sep 2025 – nowLPL Financial LLCCurrent firm
- 2022 – 2025Ulrich Investment ConsultantsPreviously
- Nov 2021 – Aug 2022CaptrustPreviously
- Oct 2021 – Nov 2021CovenantPreviously
Questions to ask Jacky
Tailored to Jacky’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Jacky
How do I contact Jacky?
Call LPL Financial at 704-733-3300 and ask for Jacky Phan. Jacky works from the Austin, TX office.
How long has Jacky been a financial advisor?
Jacky has been in the industry since 2021, about 5 years. 5 years in the industry.
What licenses does Jacky hold?
Series 65. Tap any license on this page to see what it allows.
Is Jacky a fiduciary?
Jacky is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jacky paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Jacky for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
MML Investors Services
47yrs
Top advisor by experience at MML Investors Services
Prospera Financial Services
47yrs
Top advisor by experience at Prospera Financial Services
Stuart Investment Advisors
47yrs
Top 1% by experience in Austin
Merrill Lynch, Pierce, Fenner & Smith
46yrs
Top 1% by experience in Austin
J.p. Morgan Securities
46yrs
Top 1% by experience in Austin