Nancy Dinh, financial advisor Plano TX
93 score

Nancy Dinh

CRD Number: 4610096
Current Firm: Valic Financial Advisors, Inc.

Nancy Dinh (CRD# 4610096) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Plano, TX and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Valic Financial Advisors, Inc. Plano, TX Aug 2013 - Current 3
New England Securities Dallas, TX Feb 2009 - Jul 2013 4
Pruco Securities, LLC Irving, TX Dec 2007 - Feb 2009 1
Prudential Insurance Company Of America Irving, TX Dec 2007 - Feb 2009 1
Nationwide Securities, Inc. Richardson, TX Jul 2003 - Dec 2007 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2003
S65 NASAA Investment Advisors Law Examination Aug 2008
Contact Info for Nancy D. Dinh
Phone Number: 866-544-4968
Firm Website: http://www.valic.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    22,665
    MILLIONS
  • Total Number of Accounts
    866,312
    ACCOUNTS
  • Average Account Value
    $26,163
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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