Unclaimed
Dat Tan Nguyen is an Investment Advisor Representative associated with Logic Wealth Management, LLC. Dat has been in the industry for several years. Dat is licensed to provide financial planning and portfolio management services to individuals. Dat has passed the Series 65, Series 66, and SIE exams and is registered with the state of California. Dat is affiliated with Logic Wealth Management, LLC, which provides financial planning and portfolio management services to individuals and high net worth individuals. The firm has assets under management exceeding $122,491,539.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
CA
01/22/2025 - Present
Fidelity Personal AND Workplace Advisors (BURBANK CA)
BOTH
Issued 7/3/2024
Series 66 - Uniform Combined State Law Examination
IA
Issued 7/1/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 4/17/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
Not sure Dat Nguyen is the right advisor for you? Invested Better is here to help.