Nancy Huynh, financial advisor Surprise AZ

Nancy Huynh

CRD Number: 4924665
Current Firm: Fidelity Personal And Workplace Advisors

Nancy Huynh (CRD# 4924665) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Surprise, AZ and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Investments Phoenix, AZ Dec 2020 - Current < 1
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
Contact Info for Nancy H. Huynh
Phone Number: 617-563-7000
Registered State(s):
  • AZ
  • TX
  • UT
By the Numbers
  • Total Assets Under Management
    566,242
    MILLIONS
  • Total Number of Accounts
    1,216,586
    ACCOUNTS
  • Average Account Value
    $465,435
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)
  • 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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