Quyen NguyenCRD Number: 5713104
Current Firm: Svb Asset Management
Quyen Nguyen (CRD# 5713104) is an Investment Advisor Representative working at Svb Asset Management in San Francisco, CA and has over 11 years of experience in the finance industry.
Polaris Wealth Advisory Group
Monetary Management Corporation
Perigon Wealth Management, LLC
|Svb Securities||Santa Clara, CA||May 2014 - Current||7|
|Massmutual Life Insurance Company||San Jose, CA||May 2011 - May 2014||3|
|Mml Investors Services LLC||San Jose, CA||May 2011 - May 2014||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2010|
|S66||NASAA Uniform Combined State Law Examination||Apr 2010|
Total Assets Under Management69,361MILLIONS
Total Number of Accounts672ACCOUNTS
Average Account Value$103,215,346
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
AZ, CA, CO, CT, GA, IL, MA, MD, MN, NC, NJ, NY, OR, PA, TX, UT, VA, WA
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