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Hien Huynh

10 Years of Experience
Redlands, CA
BrokerSells Insurance

Hien Huynh is a registered investment advisor at Planmember Securities Corporation, based in Redlands, CA, with 10 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 68,678 clients with $9B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
433 advisors
Number of Clients
68,678 clients
Average Client Portfolio
$132K average
Assets Under Management
$9.0B

Fee Structure

Minimum Investment:$2K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.70%

PlanMember Elite Program also charges a 0.20% administrative fee. Total fee for PlanMember Elite is 0.90%. The fee is for either the PlanMember Elite Program or the Scarborough Investment Advisory Accounts.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

301 9th Street, Suite 221, Redlands, CA, 92374

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Hien works full-time as a financial advisor/representative selling securities and insurance through Team Advisors. Hien also is a sole proprietor designing marketing materials, a coordinator for a community co-op, and a licensee providing living trusts through software.

Employment History
Current Registrations
Planmember Securities CorporationBroker
February 2018 - Present · 8 yrs 3 mos
Planmember Securities Corporation
February 2018 - Present · 8 yrs 3 mos
Previous Registrations
Parsonex Advisory Services, INC.
February 2017 - January 2018 · 11 mos
Parsonex Securities, INC.Broker
January 2016 - January 2018 · 2 yrs
State Registrations7 states
CACONDNHNVSDTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.