Long Nguyen (CRD# 7390104) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in San Marcos, CA and has over 2 years of experience in the finance industry.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 2946276
Lpl Financial LLC
CRD# 1563615
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Citigroup | San Diego, CA | Mar 2023 - Current | 1 |
| Fidelity Brokerage Services | Del Mar, CA | Jun 2021 - Mar 2023 | 1 |
| Aston Carter | San Diego, CA | Nov 2020 - May 2021 | < 1 |
| Unemployed | Escondido, CA | Dec 2019 - Oct 2020 | < 1 |
| Full-time College Student | San Marcos, CA | Aug 2018 - Dec 2019 | 1 |
| Love Boat Sushi | San Marcos, CA | Jul 2016 - Jul 2018 | 2 |
| Unemployed | Escondido, CA | Sep 2014 - Jun 2016 | 1 |
| U.s. Navy | Virginia Beach, VA | Aug 2010 - Aug 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2022 |
| S63 | Uniform Securities State Law Examination | Feb 2022 |
- CA
-
Total Assets Under Management40,516MILLIONS
-
Total Number of Accounts53,880ACCOUNTS
-
Average Account Value$751,976
- A percentage of assets under your management
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Other
AK, AL, AR, AZ, 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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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