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Truong Quoc Tang

USI Advisors

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About Truong Quoc Tang

Truong Tang is an investment advisor representative with USI Advisors. Truong has been in the industry since 2000 and is registered with the state of Washington and Texas. Truong holds a Series 65 license and has been employed by USI Advisors since 2017. Truong previously worked for Kibble & Prentice Holding Company. USI Advisors is a financial services firm with offices in Glastonbury, CT. The firm provides financial planning, investment management, and pension consulting services. The firm manages assets for a variety of clients, including insurance companies, investment companies, charitable organizations, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, state or municipal government entities, and sovereign wealth funds and foreign official institutions.

Firm Information

Truong Tang is currently registered with USI Advisors. USI Advisors is an investment advisory firm headquartered in Glastonbury, CT. Founded in 1998, USI Advisors provides investment advisory services to corporations, pension funds, and other institutional clients. The firm specializes in portfolio management, pension consulting, and selection of other advisors. USI Advisors is registered with the SEC and has over 70 investment advisor representatives.
USI Advisors

95 GLASTONBURY BLVD.

GLASTONBURY, CT 06033

$41.62B

Assets Under Management

Not reported

Total Clients

65

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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 businesses

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

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seminars and consultations

Seminars and consultations

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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fixed fees

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

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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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Truong Tang’s Registration & Firm History

WA

04/27/2017 - Present

USI Advisors (Seattle WA)

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Licenses & Designations

IA

Issued 05/12/2001

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Truong Quoc Tang.
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