Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nancy? Claim Your ProfileNancy Da-thu Dinh is a financial professional with over 20 years of experience in the financial services industry. Nancy is registered with Lincoln Investment and Capital Analysts. Nancy's career began at Nationwide Securities, Inc. and she has since worked at a number of other financial institutions. She holds licenses in multiple states and has expertise in providing financial planning, portfolio management, and selection of other advisors. Nancy is dedicated to providing her clients with personalized financial advice to help them achieve their financial goals.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
TX
02/16/2021 - Present
Lincoln Investment (Frisco TX)
TX
08/09/2017 - 02/17/2021
HORNOR, TOWNSEND & KENT, LLC (ADDISON TX)
TX
08/29/2013 - 08/10/2017
VALIC FINANCIAL ADVISORS, INC. (PLANO TX)
TX
03/04/2009 - 07/18/2013
NEW ENGLAND SECURITIES (DALLAS TX)
TX
12/14/2007 - 03/02/2009
PRUCO SECURITIES, LLC. (IRVING TX)
TX
08/04/2003 - 12/10/2007
NATIONWIDE SECURITIES, INC. (RICHARDSON TX)
IA
Issued 08/04/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/09/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/12/2018
Series 24 - General Securities Principal Examination
BC
Issued 06/05/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2018
Series 7 - General Securities Representative Examination
BC
Issued 04/08/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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