Vinh
Nguyen
Trutina Financial
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About this Advisor
Vinh Nguyen is a financial advisor operating in Bellevue, Washington. Nguyen works at Trutina Financial. Throughout their career, Nguyen has worked at Oliver M Hazen High School, Bellevue College, Mcdonalds, Costco, Safeway, Bartell Drugs, Jpmorgan Chase Bank, N.A, J.P. Morgan Securities LLC, Caliber Home Loans, Oppenheimer & Co. Inc, Private Client Services and Trutina Financial, LLC. Nguyen has Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in Washington. Trutina Financial is a financial advisory firm that has its headquarters in Bellevue, WA. It manages $942 million in assets between its 1,119 customer accounts, placing it among the larger firms in the nation by assets under management. Of its 1,119 client accounts, just 13% belong to high-net-worth investors who have more than $1 million in investable assets. The company offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. A financial advisor's fee schedules are based on which service is offered. However, fees billed by Trutina Financial likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Trutina Financial Brokerage Details
$941,531,587
16
1,119
$841,404
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Vinh Nguyen Work History
Vinh has been registered as a financial advisor for 0 years.*
Private Client Services
Trutina Financial, LLC
Oppenheimer & Co. Inc
Caliber Home Loans
J.P. Morgan Securities LLC
Jpmorgan Chase Bank, N.A
Jpmorgan Chase Bank, N.A
Safeway
Bartell Drugs
Bellevue College
Mcdonalds
Costco
Oliver M Hazen High School
*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 Vinh 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 Trutina Financial
Bellevue, WA
Bellevue, WA
Bellevue, WA
Bellevue, WA
Bellevue, WA
Bellevue, WA
Bellevue, WA
Bellevue, WA
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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