Linh Hoang, financial advisor Fresno CA
93 score

Linh Hoang

CRD Number: 5360677
Current Firm: Morgan Stanley

Linh Hoang (CRD# 5360677) is an Investment Advisor Representative working at Morgan Stanley in Fresno, CA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Smith Barney LLC Fresno, CA Feb 2016 - Current < 1
Morgan Stanley Private Bank, N.a. Fresno, CA Feb 2016 - Current < 1
Morgan Stanley Smith Barney LLC San Francisco, CA Jul 2015 - Feb 2016 < 1
Morgan Stanley Private Bank, N.a. San Francisco, CA Jul 2015 - Feb 2016 < 1
Citigroup San Jose, CA Nov 2012 - Jun 2015 2
Wells Fargo Advisors LLC San Jose, CA Mar 2012 - Oct 2012 < 1
Wells Fargo Bank San Jose, CA Feb 2012 - Oct 2012 < 1
Chase Bank San Jose, CA Nov 2010 - Jan 2012 1
Wells Fargo Investments, LLC Sunnyvale/los Altos, CA Aug 2007 - Nov 2010 3
Wells Fargo Bank Sunnyvale/los Altos, CA Jan 2006 - Nov 2010 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2007
Contact Info for Linh L. Hoang
Phone Number: 914-225-5510
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    535,890
    MILLIONS
  • Total Number of Accounts
    1,563,538
    ACCOUNTS
  • Average Account Value
    $342,742
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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