Hien Dang Huynh
Investment adviser representative at Planmember Securities Corporation
13 yearsExperience
1 stateRegistered in
$10.1BFirm assets
35 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Estate Documents Pro, LLCFeb 2018 to now
- Planmember Securities CorporationFeb 2018 to now
- Team AdvisorsFeb 2018 to now
- Hien Healthy Co-opJan 2016 to now
- Hien Huynh Market and Brokerage FirmNov 2013 to now
- Parsonex Securities, IncJan 2016 to Jan 2018
- Parsonex Insurance AgencySep 2015 to Jan 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (CA).
Planmember Securities Corporation
$10.1BAssets managed
69,645Clients
424Advisers
35 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
- 6586620
- Firm CRD
- 11869