Invested Better
Unclaimed

Unclaimed

Unclaimed

An Nguyen

Corinthian Wealth Management

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you An? Claim Your Profile

About An Nguyen

An Nguyen is an investment advisor representative at Corinthian Wealth Management. An has been working in the financial services industry since 2023. An holds a Series 65 license, which allows the representative to offer investment advice to individuals and institutions. An is registered to provide advisory services in California. An is a notary public and spends approximately 2 hours a month during both market and non-market hours in this endeavor. Corinthian Wealth Management manages over $90 million in assets for over 300 clients.

Firm Information

An Nguyen is currently registered with Corinthian Wealth Management. Corinthian Wealth Management is a financial advisory firm that offers portfolio management and financial planning services to individuals. They have 2 licensed agents and 3 investment adviser representatives, managing approximately $90.48 million in assets for 321 clients.

$90.48M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

An Nguyen’s Registration & Firm History

CA

01/16/2025 - Present

Corinthian Wealth Management (SAN JOSE CA)

Not sure if An Nguyen is right for you?

Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for An Nguyen.
Not sure if An Nguyen is right for you?