Thiensa
Nguyen
Summit Global Investments, LLC
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About this Advisor
Thiensa Nguyen is a financial advisor based in Bountiful, Utah, working with Summit Global Investments, LLC. Thiensa has previously held positions at World Financial Group, Inc, Servicios De La Raza, Asian Pacific Development Center, Transamerica Financial Advisors, Inc, Aurora Mental Health Center, Syracuse LLC, Jabez Prosperity Inc, Colonial Life, Roper Insurance, Impact Legacy LLC, United Planners, Summit Global Investments, Thiensa Thi Nguyen, Netlaw, and College Loan Freedom. Thiensa has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Thiensa is part of Summit Global Investments, LLC, which operates out of Bountiful, Utah. The firm has 4 offices and 32 employees. The firm manages assets totaling $2.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and other services. The fee structure at Summit Global Investments, LLC includes asset-based, hourly, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Summit Global Investments, LLC Brokerage Details
$2,028,895,819
32
6,110
$332,062
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Other
Thiensa Nguyen Work History
United Planners
Summit Global Investments
Thiensa Thi Nguyen
Netlaw
Impact Legacy LLC
Jabez Prosperity Inc
College Loan Freedom
Syracuse LLC
Colonial Life
Roper Insurance
Asian Pacific Development Center
Transamerica Financial Advisors, Inc
Aurora Mental Health Center
Servicios De La Raza
World Financial Group, Inc
Disclosures
Please visit the SEC profile of Thiensa 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 Summit Global Investments, LLC
Bountiful, UT
Bountiful, UT
Bountiful, UT
Bountiful, UT
Bountiful, UT
Bountiful, UT
Bountiful, UT
Englewood, CO
The content in this profile was updated by SmartAsset on 6/19/2024. 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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