Huong DoCRD Number: 5528185
Current Firm: Strategic Advisers, Inc.
Huong Do (CRD# 5528185) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Raleigh, NC and has over 9 years of experience in the finance industry.
Wiser Financial Coaching, LLC
Signator Investors, Inc.
Hornor, Townsend & Kent, Inc.
|Fidelity Brokerage Services LLC||Cary, NC||Mar 2015 - Current||2|
|Wells Fargo Advisors Financial Network||Raleigh, NC||Aug 2011 - Mar 2015||3|
|Unemployed||Raleigh, NC||Sep 2010 - Aug 2011||< 1|
|Mvp Plan Administrators, Inc.||Cary, NC||Mar 2009 - Sep 2010||1|
|Terri Bennett Enterprises||Charlotte, NC||Dec 2008 - Mar 2009||< 1|
|Fidelity Investments||Cary, NC||Oct 2007 - Mar 2009||1|
|Coldwater Creek||Durham, NC||May 2006 - Oct 2007||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2008|
|S66||NASAA Uniform Combined State Law Examination||Nov 2011|
Total Assets Under Management236,390MILLIONS
Total Number of Accounts619,100ACCOUNTS
Average Account Value$381,828
- 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 investment companies (as well as "business development companies")
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV