linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Thuong Thanh Thien

Team Hewins, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Thuong? Claim Your Profile

About Thuong Thanh Thien

Thuong Thanh Thien is a financial advisor at Team Hewins, LLC. Thuong Thanh Thien has been in the industry since 2008 and holds the Series 66, Series 7 and SIE licenses. Thuong Thanh Thien is a Certified Financial Planner and specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors.

Firm Information

Thuong Thien is currently registered with Team Hewins, LLC. Team Hewins, LLC is a registered investment advisor based in Redwood City, California. The firm manages approximately $1 billion to $10 billion in assets for a diverse clientele, including high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and corporations. Their services encompass financial planning, portfolio management for individuals and businesses, and educational seminars. Team Hewins specializes in personalized financial guidance, tailoring solutions to meet the unique needs of each client.
Team Hewins, LLC

203 REDWOOD SHORES PARKWAY

REDWOOD CITY, CA 94065

$2.50B

Assets Under Management

1

Total Clients

17

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.

check

financial planning services

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

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Thuong Thien’s Registration & Firm History

CA

06/04/2018 - Present

Team Hewins, LLC (REDWOOD CITY CA)

CA

08/28/2015 - 05/15/2018

HEWINS BROKERAGE SERVICES, LLC (Redwood City CA)

CA

01/06/2015 - 07/07/2015

VALMARK SECURITIES, INC. (San Francisco CA)

CA

02/26/2010 - 12/21/2012

MID ATLANTIC CAPITAL CORPORATION (LOS ANGELES CA)

CA

10/13/2008 - 03/11/2010

CANTELLA & CO., INC. (LOS ANGELES CA)

Not sure if Thuong Thanh Thien is right for you?

Licenses & Designations

BOTH

Issued 07/15/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/15/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/11/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Thuong Thanh Thien.
Not sure if Thuong Thanh Thien is right for you?