Hien
Huynh
Planmember Securities Corporation
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About this Advisor
Hien Huynh is a financial advisor working out of Redlands, California with 5 years of industry experience. Huynh is currently employed by Planmember Securities Corporation. During their career, Huynh has held roles at The First Baptist Church Of Redlands, Pfs, Hien Huynh Market And Brokerage Firm, Parsonex Insurance Agency, Parsonex Securities, Inc, Planmember Securities Corporation, Team Advisors, Hien Healthy Co-Op and Estate Documents Pro, LLC. Huynh holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in California. Planmember Securities Corporation is a firm that has its headquarters in Carpinteria, CA. It has offices in 350 locations and a total of 459 advisors. It manages $8 billion in assets under management across its 67,968 client accounts, placing it among the largest firms in the United States by assets under management. The firm serves 14 charitable organizations. Of its 67,968 accounts, just 1% are held by high-net-worth investors who have greater than $1 million in assets. Planmember Securities Corporation performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial advisory fees depend on which services are provided. However, fee types charged by Planmember Securities Corporation can include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Planmember Securities Corporation Brokerage Details
$7,530,125,901
459
67,968
$110,789
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Hien Huynh Work History
Hien has been registered as a financial advisor for 5 years.*
Planmember Securities Corporation
Team Advisors
Estate Documents Pro, LLC
Hien Healthy Co-Op
Hien Huynh Market And Brokerage Firm
Parsonex Securities, Inc
Pfs
Parsonex Insurance Agency
The First Baptist Church Of Redlands
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Hien Huynh to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Planmember Securities Corporation
Carpinteria, CA
Mililani, HI
Carpinteria, CA
Carpinteria, CA
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Carlsbad, CA
Agoura Hills, CA
Irvington, NY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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