Amber Tamara NguyenCRD Number: 6321142
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Amber Tamara Nguyen (CRD# 6321142) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Pleasanton, CA and has over 5 years of experience in the finance industry.
Wealth & Tax Planners
Lpl Financial LLC
Avantax Advisory Services
|Bank Of America, N.a.||Pleasanton, CA||Mar 2017 - Current||4|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Pleasanton, CA||Apr 2014 - Current||7|
|Unemployed||Livermore, CA||Feb 2014 - Mar 2014||< 1|
|Extended Travel||San Ramon,||Sep 2013 - Jan 2014||< 1|
|Town Of Danville||Danville, CA||Jun 2013 - Aug 2013||< 1|
|San Jose State University||San Jose, CA||Jan 2011 - May 2013||2|
|Town Of Danville||Danville, CA||Jun 2012 - Aug 2012||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2017|
Total Assets Under Management1,084,544MILLIONS
Total Number of Accounts2,605,171ACCOUNTS
Average Account Value$416,304
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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