Yen Nguyen, financial advisor Springfield VA

Yen Nguyen

CRD Number: 3145101
Current Firm: Truist Advisory Services, Inc.

Yen Nguyen (CRD# 3145101) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Springfield, VA and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Suntrust Advisory Services Atlanta, GA Sep 2016 - Current 7
Suntrust Investment Services Atlanta, GA Mar 2013 - Current 11
Suntrust Bank Springfield, VA Feb 2013 - Current 11
Wells Fargo Advisors LLC Springfield, VA May 2009 - Current 14
Wachovia Bank, N.a. Alexandria, VA Jun 2002 - Current 21
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1998
S66 NASAA Uniform Combined State Law Examination Apr 2007
Contact Info for Yen A. Nguyen
Phone Number: 404-813-7713
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    53,170
    MILLIONS
  • Total Number of Accounts
    125,600
    ACCOUNTS
  • Average Account Value
    $423,328
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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