Huyen
Nguyen
Lifeguide Financial Advisors, LLC
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About this Advisor
Huyen Nguyen is a financial advisor who works in Mechanicsburg, Pennsylvania who has 1 year of relevant experience. Nguyen is on the advisory team at Lifeguide Financial Advisors, LLC. Over the course of their career, they have held roles at Lifeguide Financial Advisors, Hm Health Solution - United Concordia, Jackson Hewitt and Homemaker. Nguyen maintains a Series 65 license, qualifying them as an investment advisor representative, and is able to operate in Pennsylvania. Lifeguide Financial Advisors, LLC is an advisory firm that has its headquarters in Mechanicsburg, PA. The firm has a total of 21 advisors. It controls $315 million in total assets among its 2,414 customer accounts, making it one of the mid-sized firms in the country by assets under management. The firm advises nine charities and foundations. Of its 2,414 accounts, just 9% belong to high-net-worth investors who have greater than $1 million in assets. Lifeguide Financial Advisors, LLC performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial advisory fee schedules vary depending on which services the firm provides the client. Fee types billed by Lifeguide Financial Advisors, LLC can be comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lifeguide Financial Advisors, LLC Brokerage Details
$315,348,297
21
2,414
$130,633
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Huyen Nguyen Work History
Huyen has been registered as a financial advisor for 1 years.*
Lifeguide Financial Advisors
Hm Health Solution - United Concordia
Jackson Hewitt
Homemaker
*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 Huyen 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 Lifeguide Financial Advisors, LLC
Mechanicsburg, PA
Mechanicsburg, PA
Mechanicsburg, PA
Mechanicsburg, PA
Mechanicsburg, PA
Mechanicsburg, PA
Mechanicsburg, PA
Mechanicsburg, PA
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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