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Henry Luong Hoang

Bright Wealth Advisors, LLC

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About Henry Luong Hoang

Henry Luong Hoang is a financial advisor with Bright Wealth Advisors, LLC. Henry has been a financial advisor for more than a decade, having previously worked with Northwestern Mutual Investment Services, LLC. Henry offers financial planning services and portfolio management for individuals and investment companies. Henry is also a Certified Financial Planner and a Chartered Financial Consultant.

Firm Information

Henry Hoang is currently registered with Bright Wealth Advisors, LLC. Bright Wealth Advisors, LLC is a financial advisor located in Henderson, NV. They offer financial planning, educational seminars, and portfolio management for individuals. The firm has $9,053,832 in regulatory assets under management.

$9.05M

Assets Under Management

7

Total Clients

1

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.

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financial planning services

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

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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.

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fixed fees

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

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percentage of assets

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

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other

Selection of other advisers

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Henry Hoang’s Registration & Firm History

CA

03/20/2019 - Present

Bright Wealth Advisors, LLC (IRVINE CA)

CA

04/21/2008 - 10/09/2018

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (NEWPORT BEACH CA)

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Licenses & Designations

BC

Issued 05/03/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/03/2012

Series 7 - General Securities Representative Examination

BC

Issued 04/19/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Henry Luong Hoang.
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