Doan Nguyen (CRD# 5299854) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in San Diego, CA and has over 16 years of experience in the finance industry.
CRD# 4903966
Western Wealth Management LLC
CRD# 5727391
Oneamerica Securities, Inc.
CRD# 3087085
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield, IA | Jun 2022 - Current | 1 |
| Cambridge Investment Reserach Advisors, Inc. | Fairfield, IA | Jun 2022 - Current | 1 |
| Park Avenue Securities | Honolulu, HI | Apr 2017 - Jun 2022 | 5 |
| Guardian Life Insurance | Honolulu, HI | Apr 2017 - Jun 2022 | 5 |
| West Pac Wealth Partners | New York, NY | Sep 2010 - Jun 2022 | 11 |
| Guardian Life Insurance Company | San Diego, CA | Jan 2015 - Apr 2017 | 2 |
| Park Avenue Securities | San Diego, CA | Jan 2015 - Apr 2017 | 2 |
| Guardian Life Insurance Company | Honolulu, HI | Sep 2010 - Jan 2015 | 4 |
| Park Avenue Securities | Honolulu, HI | Sep 2010 - Jan 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2007 |
- CA
- HI
-
Total Assets Under Management87,369MILLIONS
-
Total Number of Accounts448,526ACCOUNTS
-
Average Account Value$194,791
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Market timing services
- 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, VI, VT, WA, WI, WV, WY
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