Huy LeCRD Number: 5944298
Current Firm: Newport Group Consulting, LLC
Huy Le (CRD# 5944298) is an Investment Advisor Representative working at Newport Group Consulting, LLC in Lake Mary, FL and has over 4 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Retirement Wealth Advisors, Inc.
|Newport Group Consulting, Inc.||Lake Mary, FL||Aug 2017 - Current||< 1|
|Newport Group, Inc.||Walnut Creek, CA||Aug 2017 - Current||< 1|
|Newport Group Securities, Inc.||Lake Mary, FL||Aug 2017 - Current||< 1|
|Ubs Financial Services Inc.||Bonita Springs, FL||May 2014 - Aug 2017||3|
|Bank Of America, N.a.||Bonita Springs,, FL||Jun 2013 - May 2014||< 1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Naples, FL||Jan 2013 - Jun 2013||< 1|
|Not Employed||North Charleston, SC||Aug 2012 - Dec 2012||< 1|
|Univeristy Of South Carolina||Columbia, SC||Aug 2008 - Aug 2012||4|
|Fort Dorchester High School||North Charleston, SC||Aug 2004 - Jul 2008||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2013|
Total Assets Under Management990MILLIONS
Total Number of Accounts116ACCOUNTS
Average Account Value$8,533,269
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, CA, FL, IL, KS, MA, MD, MO, NC, OH, PA, TX, VA
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