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Kenny Nhu Truong

Tiaa-Cref Individual & Institutional Services, LLC

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About Kenny Nhu Truong

Kenny Nhu Truong is a financial professional with over 15 years of experience in the industry. Kenny is currently registered with TIAA-CREF Individual & Institutional Services, LLC. Previously Kenny was employed with WELLS FARGO CLEARING SERVICES, LLC, CUSO FINANCIAL SERVICES, L.P., and WELLS FARGO ADVISORS, LLC. Kenny has earned the Series 7, Series 65, and Series 66 licenses and holds the SIE designation.

Firm Information

Kenny Truong is currently registered with Tiaa-Cref Individual & Institutional Services, LLC. TIAA-Cref Individual & Institutional Services, LLC is a Limited Liability Company formed in 2004 and headquartered in New York, NY. The firm provides financial planning and portfolio management services for individuals, corporations, charitable organizations, and high-net-worth individuals. They also offer selection of other advisers and participate in wrap fee programs. TIAA-Cref manages over $32 billion in assets for approximately 73,602 clients across the United States.
Tiaa-Cref Individual & Institutional Services, LLC

730 THIRD AVENUE

NEW YORK, NY 10017-3206

$32.68B

Assets Under Management

31,192

Total Clients

2,960

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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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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percentage of assets

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

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other

Compensation from affiliates

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Kenny Truong’s Registration & Firm History

TX

08/28/2024 - Present

Tiaa-Cref Individual & Institutional Services, LLC (Frisco TX)

TX

12/11/2019 - 06/21/2024

WELLS FARGO CLEARING SERVICES, LLC (FRISCO TX)

TX

07/25/2016 - 05/20/2019

CUSO FINANCIAL SERVICES, L.P. (AUSTIN TX)

TX

01/06/2014 - 07/20/2016

WELLS FARGO ADVISORS, LLC (AUSTIN TX)

AZ

03/02/2012 - 02/11/2013

WELLS FARGO ADVISORS, LLC (CHANDLER AZ)

TX

09/13/2006 - 12/06/2010

H.D. VEST INVESTMENT SERVICES (IRVING TX)

TX

11/16/2005 - 09/14/2006

WELLS FARGO INVESTMENTS, LLC (CARROLLTON TX)

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Licenses & Designations

IA

Issued 07/24/2012

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 01/22/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/15/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kenny Nhu Truong.
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