Vinh Nguyen (CRD# 7169655) is an Investment Advisor Representative working at Captrust in Bellevue, WA and has over 4 years of experience in the finance industry.
CRD# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
CRD# 1424055
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Capfinancial Partners Llc (captrust) | Raleigh, NC | Nov 2023 - Current | < 1 |
| Capfinancial Securities LLC | Raleigh, NC | Nov 2023 - Current | < 1 |
| Private Client Services | Bellevue, WA | May 2022 - Nov 2023 | 1 |
| Trutina Financial, LLC | Bellevue, WA | May 2022 - Nov 2023 | 1 |
| Oppenheimer & Company Inc. | Bellevue, WA | Nov 2021 - May 2022 | < 1 |
| Caliber Home Loans | Kirkland, WA | Aug 2020 - Nov 2021 | 1 |
| Jpmorgan Chase Bank, N.a. | Renton, WA | Oct 2019 - Aug 2020 | < 1 |
| J.p. Morgan Securities LLC | Renton, WA | Sep 2019 - Aug 2020 | < 1 |
| Jpmorgan Chase Bank, N.a. | Renton, WA | Jan 2017 - Oct 2019 | 2 |
| Bellevue College | Bellevue, WA | Sep 2014 - Mar 2017 | 2 |
| Bartell Drugs | Newcastle, WA | Dec 2015 - Nov 2016 | < 1 |
| Safeway | Newcastle, WA | Jul 2015 - Jun 2016 | < 1 |
| Mcdonalds | Renton, WA | Sep 2013 - Sep 2014 | 1 |
| Oliver M Hazen High School | Renton, WA | Sep 2010 - Jun 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2019 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2023 |
- WA
-
Total Assets Under Management852,173MILLIONS
-
Total Number of Accounts100,603ACCOUNTS
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Average Account Value$8,470,653
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
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