Quang Nguyen is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Milpitas, CA, with 11 years of industry experience. Quang operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Retirement Planning. Their firm serves 3,279 clients with $1.5B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
11 S Milpitas Blvd, Milpitas, CA, 95035
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Quang owns two rental properties in Hayward and San Jose, dedicating minimal time to collecting rent. He also serves as a Sergeant in the U.S. Army Reserves, spending about 10-20% of his time in this role.
Employment History
Current Registrations
U.S. Bancorp Advisors, LLC
U.S. Bancorp Advisors, LLCBroker
Previous Registrations
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
J.P. Morgan Securities LLCBroker
State Registrations3 states
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