Lisa Nguyen (CRD# 7147506) is an Investment Advisor Representative working at Optimize Financial Inc. in Laguna Hills, 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 |
---|---|---|---|
Optimize Financial Inc. | Laguna Hills, CA | Oct 2021 - Current | 2 |
Ex Animo | Huntington Beach, CA | Aug 2020 - Current | 3 |
Toc Toc, LLC | Huntington Beach, CA | Jan 2018 - Current | 6 |
Nguyen Mds Inc. | Irvine, CA | Jun 2010 - Current | 13 |
Wells Fargo Advisors Financial Network, LLC | Irvine, CA | Jun 2019 - Oct 2021 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Feb 2020 |
- CA
- TX
-
Total Assets Under Management152MILLIONS
-
Total Number of Accounts124ACCOUNTS
-
Average Account Value$1,229,709
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, CO, FL, IA, NY, TX
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