Tri tam Nguyen
Investment adviser representative at Wells Fargo Advisors
10 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
10 years in the industry.
- Wells Fargo Clearing Services, LLCMar 2026 to now
- N/aSep 2025 to Mar 2026
- AdviceonlyJun 2025 to Sep 2025
- San Diego State UniversityAug 2023 to May 2025
- Coast 2 Coast VetsJun 2023 to Nov 2023
- Mesa CollegeAug 2021 to Jun 2023
- Catherine Le Truesmile DentalJul 2021 to Aug 2022
- N/aMar 2021 to Jul 2021
- 99 Cent StoreJun 2020 to Mar 2021
- N/aFeb 2020 to Jun 2020
- Ptnk High SchoolAug 2017 to Feb 2020
- Le Qui Don High SchoolMar 2016 to Jul 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
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
- 8234857
- Firm CRD
- 19616