Van Huynh, financial advisor Houston TX
93 score

Van Huynh

CRD Number: 3074024
Current Firm: Transamerica Financial Advisors, Inc.

Van Huynh (CRD# 3074024) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Houston, TX and has over 18 years of experience in the finance industry.

Similar Advisors
J. Harold Williams, CPA, PFS, CFP®, financial advisor Houston TX
J. Harold Williams, CPA, PFS, CFP®
CRD# 860333
Linscomb & Williams
Score
106
Similar Advisors
Matthew Goff, financial advisor Houston TX
Matthew Goff
CRD# 2390431
The Goff Financial Group
Score
105
Similar Advisors
Richard Lambert, financial advisor Houston TX
Richard D. Lambert
CRD# 2754885
Edward Jones
Score
102
Company Name Location Dates Years
City Of Houston Houston, TX Jan 2016 - Current < 1
Transamerica Financial Advisors, Inc. Houston, TX Feb 2014 - Current 2
World Financial Group, Inc. Houston, TX Nov 2013 - Current 3
Avinet Home Solutions, Inc. Houston, TX May 2013 - Current 3
Vn Media Corporation Houston, TX Jul 2009 - Current 7
Van Wealth Management Services Houston, TX Jan 2011 - Nov 2013 2
Cetera Financial Specialists LLC Houston, TX Apr 2010 - Nov 2013 3
Cetera Investment Advisers LLC Schaumburg, IL Mar 2010 - Nov 2013 3
Unemployed Houston, TX Nov 2009 - Mar 2010 < 1
Ing Financial Partners, Inc. (crd# 2882) Houston, TX Jan 2004 - Nov 2009 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1998
S65 NASAA Investment Advisors Law Examination Sep 1998
Contact Info for Van Q. Huynh
Phone Number: 727-299-1800
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    4,493
    MILLIONS
  • Total Number of Accounts
    33,842
    ACCOUNTS
  • Average Account Value
    $132,767
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • 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, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Van Huynh and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.