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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tom? Claim Your ProfileTom Vuong Nguyen is a financial advisor registered with EP Wealth Advisors and is licensed to practice in California. Tom Vuong Nguyen is a Certified Financial Planner and has been in the industry for over 25 years. Tom Vuong Nguyen specializes in providing financial planning, portfolio management, and retirement plan advisory services. Tom Vuong Nguyen also provides educational seminars and tax preparation services. Tom Vuong Nguyen has experience working with individuals, businesses, and charitable organizations. Tom Vuong Nguyen previously worked at T. Rowe Price Investment Services, Inc. in Baltimore, Maryland. Tom Vuong Nguyen holds a Series 6, 7, and 63 license. Tom Vuong Nguyen is a member of the Friendship Foundation's Advisory Board and Finance/Investment Committee.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Retirement plan advisory services & tax preparation services
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.
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CA
01/01/2025 - Present
EP Wealth Advisors (TORRANCE CA)
MD
03/24/1997 - 03/03/1999
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
BC
Issued 04/04/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/08/1997
Series 7 - General Securities Representative Examination
BC
Issued 03/21/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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