Unclaimed
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.
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.
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.
Selection of other advisers
1
2
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)
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
Active
Inactive
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