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 5 years of experience in the finance industry.

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Company Name Location Dates Years
Planmember Securities Corporation Carpinteria, CA Feb 2018 - Current 3
Team Advisors Redlands, CA Feb 2018 - Current 3
Estate Documents Pro, LLC Redlands, CA Feb 2018 - Current 3
Hien Healthy Co-op Redlands, CA Jan 2016 - Current 5
Hien Huynh Market And Brokerage Firm Redlands, CA Nov 2013 - Current 8
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
    6,187
    MILLIONS
  • Total Number of Accounts
    59,794
    ACCOUNTS
  • Average Account Value
    $103,469
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

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