Marian Nguyen
Investment adviser representative at Cambridge Investment Research Advisors, Inc.
15 yearsExperience
1 stateRegistered in
$138.7BFirm assets
21 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 feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Market timing
- Seminars and workshops
Experience
15 years in the industry.
- Cambridge Investment Research Advisors, Inc.Oct 2023 to now
- Rainer Wealth ManagementJul 2023 to now
- UnemployedJul 2022 to Jul 2023
- H&r BlockNov 2020 to Apr 2021
- PreparamomNov 2017 to Jul 2022
- Msz Resource Group/hazel Hawkins Memorial HospitalAug 2011 to Dec 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (CA).
Cambridge Investment Research Advisors, Inc.
$138.7BAssets managed
361,213Clients
3,884Advisers
21 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
- 7782351
- Firm CRD
- 134139