Tu Nguyen (CRD# 7645641) is an Investment Advisor Representative working at Callahan Financial Planning in Palo Alto, CA and has 1 year of experience in the finance industry. Tu Nguyen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1351279
Lpl Financial LLC
CRD# 6828753
Fidelity Personal And Workplace Advisors
CRD# 2183126
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Callahan Financial Planning | San Francisco, CA | Sep 2022 - Current | 1 |
| Cibc Private Wealth Advisors, Inc. | San Francisco, CA | Nov 2021 - Aug 2022 | < 1 |
| Boston Private Wealth LLC | San Mateo, CA | Apr 2018 - Nov 2021 | 3 |
| St. Mary's College Of California | Moraga, CA | May 2017 - Oct 2018 | 1 |
| Bbva Compass | Fremont, CA | Feb 2017 - Sep 2017 | < 1 |
| Bank Of America | Milpitas, CA | May 2015 - Feb 2017 | 1 |
| Advanced Business Acquisitions, Inc. | San Jose, CA | May 2014 - May 2015 | 1 |
| Uc Berkeley | Berkeley, CA | Jan 2013 - May 2014 | 1 |
- CA
-
Total Assets Under Management248MILLIONS
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Total Number of Accounts824ACCOUNTS
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Average Account Value$301,294
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, CO, FL, IA, NE, TX
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