Vinh DoCRD Number: 5410292
Current Firm: Cuso Financial Services, LP
Vinh Do (CRD# 5410292) is an Investment Advisor Representative working at Cuso Financial Services, LP in Livermore, CA and has over 9 years of experience in the finance industry.
Altos Investments, Inc.
Blossom Wealth Management, LLC
Meyers Wealth Management
|Cuso Financial Services, LP||San Diego, CA||Aug 2015 - Current||1|
|Commonwealth Central Credit Union||Milpitas, CA||Aug 2015 - Apr 2016||< 1|
|E*trade Securities LLC||Cupertino, CA||Jan 2015 - Jul 2015||< 1|
|E*trade Capital Management LLC||Cupertino, CA||Jan 2015 - Jul 2015||< 1|
|Bank Of America, N.a.||Menlo Park, CA||Mar 2011 - Jan 2015||3|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Menlo Park, CA||Mar 2011 - Jan 2015||3|
|New England Securities||Foster City, CA||Jul 2010 - Mar 2011||< 1|
|Chase Investment Services Corp||San Jose, CA||Oct 2009 - Jul 2010||< 1|
|Jp Morgan Chase Bank Na||San Jose, CA||Oct 2009 - Jul 2010||< 1|
|Unemployed||San Jose, CA||Apr 2009 - Oct 2009||< 1|
|Wachovia Bank, N.a.||San Jose, CA||Jan 2008 - Mar 2009||1|
|Wachovia Securities, LLC||San Leandro, CA||Aug 2007 - Jan 2008||< 1|
|Unemployed||San Jose, CA||Apr 2007 - Jul 2007||< 1|
|Kuhler & Associates||Newport Beach, CA||Mar 2007 - Mar 2007||< 1|
|Hsbc||San Jose, CA||Feb 2006 - Mar 2007||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2007|
|S65||NASAA Investment Advisors Law Examination||Feb 2011|
Total Assets Under Management1,812MILLIONS
Total Number of Accounts14,085ACCOUNTS
Average Account Value$128,623
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AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV
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