Khanh NguyenCRD Number: 6239186
Current Firm: Ayla Capital
Khanh Nguyen (CRD# 6239186) is an Investment Advisor Representative working at Ayla Capital in Los Angeles, CA and has over 8 years of experience in the finance industry.
Raymond James & Associates, Inc.
Awm Capital, LLC
Wedbush Securities Inc.
|Ayla Capital||Los Angeles, CA||Apr 2020 - Current||1|
|Caerus Investment Advisors LLC||San Francisco, CA||Jun 2019 - Jun 2020||1|
|Family Office Consultant||Anaheim, CA||Apr 2018 - Jun 2019||1|
|Inflection Capital||Los Angeles, CA||Jul 2017 - Mar 2018||< 1|
|Credit Suisse Securities (usa) LLC||New York, NY||Sep 2015 - May 2017||1|
|Deutsche Bank Securities Inc.||New York, NY||Jul 2013 - Aug 2015||2|
|University Of Chicago, Booth School Of Business||Chicago, IL||Sep 2011 - Jun 2013||1|
|Dimensional Fund Advisors||Santa Monica, CA||Jun 2012 - Aug 2012||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2013|
|S65||NASAA Investment Advisors Law Examination||Aug 2019|
Total Assets Under Management6MILLIONS
Total Number of Accounts25ACCOUNTS
Average Account Value$244,800
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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
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