Huy NguyenCRD Number: 2904614
Current Firm: Bok Financial Advisors
Huy Nguyen (CRD# 2904614) is an Investment Advisor Representative working at Bok Financial Advisors in Overland Park, KS and has over 3 years of experience in the finance industry.
Financial Partners Group, Inc.
Mariner Wealth Advisors
Prime Capital Investment Advisors, LLC
|Bokf, Na||Overland Park, KS||Feb 2021 - Current||1|
|Bok Financial Securities, Inc.||Overland Park, KS||Feb 2021 - Current||1|
|Wells Fargo Clearing Services||Overland Park, KS||Jul 2019 - Feb 2021||1|
|Wells Fargo Bank||Overland Park, KS||Jul 2019 - Feb 2021||1|
|Wells Fargo Bank||Overland Park, KS||Jun 2012 - Jun 2019||7|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2020|
Total Assets Under Management960MILLIONS
Total Number of Accounts3,075ACCOUNTS
Average Account Value$312,138
- 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 pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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