Janice Vuong (CRD# 6857857) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in West Covina, CA and has over 6 years of experience in the finance industry.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
CRD# 6232434
Bluepoint Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Anneta Insurance Solutions Inc. | San Gabriel, CA | Jun 2021 - Current | 2 |
| Janice Vuong - Health Insurance Services | Fountain Valley, CA | Mar 2020 - Current | 4 |
| Morgan White Group | Jackson, MS | Jun 2018 - Current | 5 |
| Delta Dental | Sacramento, CA | Jan 2018 - Current | 6 |
| Transamerica Financial Advisors, Inc. | West Covina, CA | Sep 2017 - Current | 6 |
| Wfgia | West Covina, CA | Sep 2014 - Current | 9 |
| Cal Connect Insurance Services, LLC | Pasadena, CA | Jul 2015 - Jan 2023 | 7 |
| Pv Convergence LLC | Redondo Beach, CA | Nov 2008 - Sep 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2017 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2021 |
- CA
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Total Assets Under Management1,619MILLIONS
-
Total Number of Accounts45,001ACCOUNTS
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Average Account Value$35,987
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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