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Maximus Xuan Nguyen

Churchill Management Group

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About Maximus Xuan Nguyen

Maximus Xuan Nguyen is a registered Investment Advisor Representative associated with Churchill Management Group, a firm based in Los Angeles, CA. Maximus has a diverse work background including experience with BANCWEST INVESTMENT SERVICES, INC., TD AMERITRADE, INC., IMORTGAGE and NOVA HOME LOANS. Maximus Xuan Nguyen has been in the securities industry for over a decade, specializing in financial planning, portfolio management for individuals and businesses, and portfolio management for pooled investment vehicles. Maximus holds Series 7 and Series 66 licenses and the SIE.

Firm Information

Maximus Nguyen is currently registered with Churchill Management Group. Churchill Management Group is an investment advisory firm based in Los Angeles, California. The firm manages over $10 billion in assets for a range of clients, including high-net-worth individuals, corporations, charitable organizations, pension and profit sharing plans, and pooled investment vehicles. Churchill Management Group provides a variety of services, including financial planning, portfolio management, and wrap fee programs.
Churchill Management Group

5900 WILSHIRE BLVD.

LOS ANGELES, CA 90036

$10.08B

Assets Under Management

28

Total Clients

37

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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Maximus Nguyen’s Registration & Firm History

NV

10/31/2016 - Present

Churchill Management Group (Las Vegas NV)

NV

07/13/2015 - 03/25/2016

BANCWEST INVESTMENT SERVICES, INC. (LAS VEGAS NV)

NV

03/22/2011 - 07/17/2015

TD AMERITRADE, INC. (LAS VEGAS NV)

NV

09/29/2007 - 04/06/2009

EDWARD JONES (LAS VEGAS NV)

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Licenses & Designations

BOTH

Issued 10/11/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/25/2016

SIE - Securities Industry Essentials Examination

BC

Issued 09/27/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Maximus Xuan Nguyen.
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