Andrew Nguyen (CRD# 6561751) is an Investment Advisor Representative working at Acorns in Irvine, CA and has over 4 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Acorns | Irvine, CA | Sep 2018 - Current | 5 |
| Hydrate Go (self Employed) | Orange, CA | Jul 2017 - Dec 2019 | 2 |
| Unemployed | Orange, CA | Jun 2017 - Sep 2018 | 1 |
| Edwards Lifesciences | Irvine, CA | Apr 2016 - Jun 2017 | 1 |
| Ameriprise Financial, Inc. | Newport Beach, CA | Sep 2015 - Apr 2016 | < 1 |
| Unemployed | Santa Ana, CA | Dec 2014 - Sep 2015 | < 1 |
| Bank Of America | Yorba Linda, CA | Sep 2012 - Dec 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2020 |
- CA
-
Total Assets Under Management8,211MILLIONS
-
Total Number of Accounts5,763,237ACCOUNTS
-
Average Account Value$1,425
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
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, WY
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 derived from SEC.gov data covering 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.
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.