Doan NguyenCRD Number: 5299854
Current Firm: Park Avenue Securities LLC
Doan Nguyen (CRD# 5299854) is an Investment Advisor Representative working at Park Avenue Securities LLC in San Diego, CA and has over 9 years of experience in the finance industry.
Park Avenue Securities LLC
Nautilus Advisors LLC
Heyman Investment Counseling LLC
|Guardian Life Insurance Company||San Diego, CA||Jan 2015 - Current||1|
|Park Avenue Securities||San Diego, CA||Jan 2015 - Current||1|
|Guardian Life Insurance Company||Honolulu, HI||Sep 2010 - Jan 2015||4|
|Park Avenue Securities||Honolulu, HI||Sep 2010 - Jan 2015||4|
|Jhfn Sii||Honolulu, HI||May 2009 - Sep 2010||1|
|Merrill Lynch||Honolulu, HI||Nov 2008 - Apr 2009||< 1|
|Bank Of Hawaii||Honolulu, HI||May 2007 - Oct 2008||1|
|Merrill Lynch||Honolulu, HI||Feb 2007 - May 2007||< 1|
|Uh Manoa||Honolulu, HI||Aug 2005 - May 2007||1|
|Montvale, Imax At Scholfield Commissary||Wahiawa, HI||Nov 2005 - Apr 2007||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2007|
Total Assets Under Management6,646MILLIONS
Total Number of Accounts39,311ACCOUNTS
Average Account Value$169,065
- A percentage of assets under your management
- Hourly charges
- 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
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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