Nicole
Nguyen

Virtue Capital Management, LLC

CRD#4479923
Investment Advisor
in Brentwood, TN

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About this Advisor

Nicole Nguyen is a financial advisor who works in Brentwood, Tennessee who has 3 years of relevant experience. Nguyen currently works for Virtue Capital Management, LLC. Nguyen has gained experience at Insurmark Inc, Virtue Capital Management, LLC and Meridian Financial LLC. Nguyen has Series 66 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to work in Texas. Virtue Capital Management, LLC is a registered investment business that has its headquarters in Brentwood, TN. The firm has offices in 98 locations and a total of 133 financial advisors. It handles $941 million in total assets across its 8,035 accounts, placing it among the larger financial advisory firms in the country by assets under management. The firm provides services to eight charities and foundations. Of its 8,035 customer accounts, just 1% are held by high-net-worth investors who have greater than $1 million in assets available to invest. The advisory firm performs a few services, such as financial planning services, portfolio management for individuals and small businesses and educational seminars. Fees charged by financial advisors vary depending on the type of services provided. However, fee types billed by Virtue Capital Management, LLC most likely consist of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, Series 65

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

6 Cadillac Dr. Suite 310
Brentwood, TN 37027

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Virtue Capital Management, LLC Brokerage Details

Total Assets Under Management

$941,394,286

TN Average: $730,596,643
Total Number of Employees

133

TN Average: 15
Total Number of Accounts

8,035

TN Average: 968
Average Account Size

$117,162

TN Average: $754,749

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops

Nicole Nguyen Work History

Nicole has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Virtue Capital Management, LLC

2018 - Present (6 years)

Meridian Financial LLC

2012 - 2018 (6 years)

Insurmark Inc

*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 Nicole 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 Virtue Capital Management, LLC

Danny Miller
Pompano Beach, FL
Kevin Smith
Orlando, FL
Donald Stanley
Brentwood, TN
Timothy Mathieu
Brentwood, TN
Thomas Davis
Brentwood, TN
Roy Thornton
Brentwood, TN
Michael Wurster
Brentwood, TN
Robert Zeiner
Jacksonville, FL

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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