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Timmy Minh Nguyen

Investment adviser representative at Wells Fargo Advisors
12 yearsExperience
1 stateRegistered in
$671.4BFirm assets
36 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 assetsFixed or flat feeCommissions

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

12 years in the industry.

  1. Wells Fargo Clearing Services, LLCApr 2025 to now
  2. Bank of America, N.AMar 2024 to Apr 2025
  3. Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2024 to Apr 2025
  4. J.P. Morgan Securities LLCJul 2020 to Jan 2024
  5. JPMorgan Chase Bank, N.A.Mar 2020 to Jan 2024
  6. Palomar SpecialtyOct 2019 to Mar 2020
  7. UnemployedAug 2019 to Oct 2019
  8. Suna SolutionsJul 2019 to Aug 2019
  9. Benitt Properties LLCNov 2018 to Jun 2019
  10. Rescue AgencyJan 2018 to Oct 2018
  11. Boutique RecruitingJan 2018 to Jan 2018
  12. Benitt Properties LLCSep 2017 to Dec 2017
  13. ShogunSep 2017 to Nov 2017
  14. San Diego State UniversityAug 2017 to May 2019
  15. Jc ResortsDec 2016 to Aug 2017
  16. StarbucksNov 2016 to Dec 2016
  17. San Diego Miramar CollegeAug 2014 to May 2017

Exams passed

  • Series 66 · Uniform Combined State Law2020

State registrations

Registered as an investment adviser representative in 1 state (CA).

Wells Fargo Advisors

Legal name: Wells Fargo Clearing Services, LLC

$671.4BAssets managed
1,324,168Clients
14,661Advisers
36 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
7259320
Firm CRD
19616
Advisor's SEC record (opens in a new tab)
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