ADVISOR BIO

Duane Dexter Van winkle is a financial advisor with City National Securities, Inc. Duane has been a registered representative since 1990. Duane is a specialist in financial planning, portfolio management, and advising on a wide range of investment products. Duane is also a registered principal, holding the Series 24 license. Duane has held previous roles at Essex National Securities, Inc., Gateway Investment Services, Inc., Great Western Financial Securities Corporation and GNA Securities, Inc. Duane is licensed in California.

SPECIALIZATIONS

ADVISOR BIO

Duane Knopke is a financial advisor who has been in the industry since October 23, 1975. Duane is currently registered with Independent Financial Group, LLC and has been with the firm since March 11, 2009. Previously, Duane was with LPL FINANCIAL CORPORATION, EVEREN SECURITIES, INC., BATEMAN EICHLER, HILL RICHARDS, INCORPORATED, SHEARSON LEHMAN BROTHERS INC., UNIVERSAL HERITAGE INVESTMENTS CORPORATION, IDS LIFE INSURANCE COMPANY, IDS MARKETING CORPORATION, and INVESTORS DIVERSIFIED SERVICES, INC. Duane Knopke provides financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.

SPECIALIZATIONS

ADVISOR BIO

Duangdao Piyanontalee is a financial advisor with Transamerica Financial Advisors, Inc., licensed in California. Duangdao is a Registered Representative and an Investment Advisor Representative. Duangdao has been in the industry since 2023, with previous experience at WFGIA, Senior Care Authority, and the University of California, San Francisco. Duangdao holds a Series 63, Series 65 and Series 6TO license. Duangdao specializes in providing financial planning services and portfolio management for individuals.

SPECIALIZATIONS

ADVISOR BIO

Duc Nguyen is a financial advisor at Transamerica Financial Advisors, Inc., with experience in the industry since 2017. Duc has a series 6 and Series 63 license, and is registered with the state of California to provide investment advice. Duc is dedicated to helping individuals and businesses reach their financial goals, and specializes in retirement planning and investment management.

SPECIALIZATIONS

ADVISOR BIO

Duc Tran is a financial advisor with Ameriprise Financial Services, LLC. Duc has been in the industry since 2001. Duc is registered with the state of California as a Registered Representative and Investment Advisor Representative. Prior to joining Ameriprise, Duc worked for WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC, CITIGROUP GLOBAL MARKETS INC., CITICORP INVESTMENT SERVICES, WM FINANCIAL SERVICES, INC., and FIRST GLOBAL SECURITIES, INC..

SPECIALIZATIONS

ADVISOR BIO

Duc Vu Nguyen is an investment advisor representative with CIBC Private Wealth Advisors, Inc. Duc has been in the financial services industry for over 20 years. Duc has a Series 65 license and is registered in California. Duc's experience includes working with high-net-worth individuals, corporations, and other businesses. Duc specializes in financial planning, portfolio management, and selection of other advisers. Duc previously held positions at Carillon Fund Distributors, Inc., Franklin/Templeton Distributors, Inc., Countrywide Investment Services, Inc., CitiCorp Investment Services, WM Financial Services, Inc., Prudential Securities Incorporated, and Pruco Securities Corporation.

SPECIALIZATIONS

ADVISOR BIO

Duc Tai Nguyen is a financial advisor with over 27 years of experience in the industry. Duc is currently registered with Transamerica Financial Advisors, Inc., and has been with the firm since January 2012. Prior to that, Duc worked for World Group Securities, Inc. and WMA Securities, Inc. Duc is licensed in California and Florida and holds the Series 6, Series 26, and Series 63 licenses, as well as the SIE exam.

SPECIALIZATIONS

ADVISOR BIO

Dudley McGee is an investment advisor representative with LPL Financial LLC. Dudley has been working in the securities industry since July 2010. Dudley has been registered with LPL Financial LLC since August 2018. Dudley is licensed in Arkansas, California, Colorado, Florida, Hawaii, Idaho, Louisiana, Maryland, Nevada, North Carolina, Oregon, South Carolina, Texas, Vermont, Washington, and Wisconsin.

SPECIALIZATIONS

ADVISOR BIO

Du hi Truong is a financial professional with over 20 years of experience in the industry. Du hi currently holds a Series 6 and SIE license and is registered to provide investment advice in California, Florida and Louisiana. Du hi Truong is associated with Osaic Wealth, Inc., a firm with approximately 437,201 client accounts and $94.55 billion in assets under management. Du hi has a strong background in serving clients, including high-net-worth individuals, corporations, and institutional investors. Du hi provides financial planning, portfolio management, and pension consulting services, among other services. Du hi is committed to helping clients achieve their financial goals through personalized advice and strategies.

SPECIALIZATIONS

ADVISOR BIO

Dujuan Zhou is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Dujuan has been in the financial services industry since March 2022. Dujuan has a Series 7TO, Series 66 and SIE license. Dujuan is registered to offer securities and investment advisory services in Arizona, California, Florida, Nevada, Oregon, Texas and Washington. Dujuan is also registered to offer investment advisory services in Texas.

SPECIALIZATIONS