Nancy Huynh (CRD# 4924665) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Surprise, AZ and has over 6 years of experience in the finance industry.
CRD# 6344169
Mathis Wealth Management
CRD# 2843482
Independent Financial Group, LLC
CRD# 2005875
Edelman Financial Engines
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Phoenix, AZ | Dec 2020 - Current | 3 |
| Charles Schwab & Company, Inc. | Phoenix, AZ | May 2020 - Oct 2020 | < 1 |
| Usaa Financial Advisors Inc. | Phoenix, AZ | Aug 2017 - May 2020 | 2 |
| Usaa Financial Planning Services Insurance Agency | Phoenix, AZ | Aug 2016 - May 2020 | 3 |
| Unemployed | Surprise, AZ | Oct 2015 - Aug 2016 | < 1 |
| Financial Engines Advisors LLC | Phoenix, AZ | Apr 2015 - Oct 2015 | < 1 |
| Unemployed | Surprise, AZ | Feb 2015 - Apr 2015 | < 1 |
| United Nearshore Operations | Phoenix, AZ | Feb 2009 - Feb 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2018 |
| S63 | Uniform Securities State Law Examination | Oct 2017 |
- AZ
- TX
-
Total Assets Under Management818,776MILLIONS
-
Total Number of Accounts1,991,043ACCOUNTS
-
Average Account Value$411,230
- A percentage of assets under your management
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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.