Loan Nguyen
Investment adviser representative at Nationwide Investment Advisors, LLC
15 yearsExperience
1 stateRegistered in
$16.7BFirm assets
30 yearsFirm in business
Are you Loan Nguyen? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
15 years in the industry.
- Nationwide Investment Advisors, LLCJul 2024 to now
- Nationwide Investment Services CorporationJun 2024 to now
- UBS Financial Services Inc.Mar 2021 to now
- Arch of Chester CountyNov 2011 to now
- Prudential Annuities Distributors, Inc.May 2015 to Dec 2020
- The Prudential Insurance Company of AmericaMay 2015 to Dec 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (OH).
Nationwide Investment Advisors, LLC
$16.7BAssets managed
251,223Clients
394Advisers
30 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6491091
- Firm CRD
- 142373