Hien Huynh, financial advisor Redlands CA

Hien Huynh

CRD Number: 6586620
Current Firm: Planmember Securities Corporation

Hien Huynh (CRD# 6586620) is an Investment Advisor Representative working at Planmember Securities Corporation in Redlands, CA and has over 8 years of experience in the finance industry.

Similar Advisors
Raul Aballi, financial advisor Redlands CA
Raul A. Aballi
CRD# 1622075
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Similar Advisors
Reid Abedeen, financial advisor Redlands CA
Reid N. Abedeen
CRD# 5480138
Safeguard Investment Advisory Group, LLC
Similar Advisors
Mark Aleman, financial advisor Redlands CA
Mark A. Aleman
CRD# 2922342
Infinity Financial Services Advisory
Company Name Location Dates Years
Planmember Securities Corporation Carpinteria, CA Feb 2018 - Current 6
Team Advisors Redlands, CA Feb 2018 - Current 6
Estate Documents Pro, LLC Redlands, CA Feb 2018 - Current 6
Hien Healthy Co-op Redlands, CA Jan 2016 - Current 8
Hien Huynh Market And Brokerage Firm Redlands, CA Nov 2013 - Current 10
Parsonex Securities, Inc. Englewood, CO Jan 2016 - Jan 2018 2
Parsonex Insurance Agency Englewood, CO Sep 2015 - Jan 2018 2
Pfs Redlands, CA May 2015 - Aug 2015 < 1
The First Baptist Church Of Redlands Redlands, CA Jul 1999 - May 2014 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2016
S65 NASAA Investment Advisors Law Examination Oct 2016
Contact Info for Hien D. Huynh
Phone Number: 805-684-1199
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    7,530
    MILLIONS
  • Total Number of Accounts
    67,968
    ACCOUNTS
  • Average Account Value
    $110,789
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
  • 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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.