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Nha doan Phuoc ton nu Nguyen

Investment adviser representative at Gwn Securities Inc.
11 yearsExperience
1 stateRegistered in
$4.8BFirm assets
22 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 feeOther

Services the firm offers

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

  • Financial planning
  • Portfolio management
  • Market timing

Experience

11 years in the industry.

  1. Gwn Securities Inc.Nov 2025 to now
  2. UnemployedJun 2025 to Nov 2025
  3. ExternSep 2024 to Nov 2024
  4. Ucr Information Technology SolutionsNov 2023 to Jun 2025
  5. University of California, RiversideSep 2021 to Jun 2025
  6. Pacifica High SchoolSep 2017 to Sep 2021
  7. Warner Middle SchoolSep 2014 to Sep 2017

Exams passed

  • Series 66 · Uniform Combined State Law2025

State registrations

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

Gwn Securities Inc.

$4.8BAssets managed
37,793Clients
444Advisers
22 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
8185007
Firm CRD
128929
Advisor's SEC record (opens in a new tab)
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