Anh
Nguyen

Dynamic Wealth Advisors

CRD#7369559
Investment Advisor
in Jacksonville, FL

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About this Advisor

Anh Nguyen is a financial advisor operating out of Jacksonville, Florida who has 1 year of relevant experience. Nguyen works at Dynamic Wealth Advisors. During their career, the advisor has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Edward White, University Of North Florida, Lv Nails, River Capital Advisors and Dynamic Wealth Advisors. Nguyen has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can work in Florida. Dynamic Wealth Advisors is a registered investment firm that has its headquarters in Phoenix, AZ. The firm has offices in 50 locations and a total of 120 people on staff. It administers $3 billion in total assets among its 12,207 client accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm provides services to four charitable organizations. Of its 12,207 accounts, 22% belong to high-net-worth individuals who have more than $1 million in investable assets. The company provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. Financial advisory fees are based on the services. However, fees charged by Dynamic Wealth Advisors likely consist of any blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

Jacksonville, FL

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Dynamic Wealth Advisors Brokerage Details

Total Assets Under Management

$3,252,482,987

FL Average: $1,555,372,352
Total Number of Employees

120

FL Average: 37
Total Number of Accounts

12,207

FL Average: 1,370
Average Account Size

$266,444

FL Average: $1,135,308

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other

Anh Nguyen Work History

Anh has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Dynamic Wealth Advisors

2021 - 2022 (1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2019 - 2020 (1 year)

Lv Nails

2017 - 2021 (4 years)

River Capital Advisors

2016 - 2020 (4 years)

University Of North Florida

2012 - 2016 (4 years)

Edward White

*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 Anh Nguyen 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 Dynamic Wealth Advisors

Benjamin Fredlake
Phoenix, AZ
Jeffrey Krueg
Phoenix, AZ
Cameron Juhnke
Prairie Village, KS
Alecsander Zari
Phoenix, AZ
Christopher Ordway
Phoenix, AZ
Thomas Mccann
Agoura Hills, CA
Theresa Krueg
Chandler, AZ
Mark Minarik
Idaho Falls, ID

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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