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HN

Huyen T. Nguyen

INCLUSIVE WEALTH FINANCIAL PLANNING LLC
Mechanicsburg, PA
Some features on this profile are disabled
CRD#: 7560502
HN

Professional summary

Huyen Thuong Nguyen, who also goes by Huyen Thong Nguyen, is a registered financial advisor currently at INCLUSIVE WEALTH FINANCIAL PLANNING LLC located in Mechanicsburg, Pennsylvania.

Huyen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Huyen has worked at 3 firms and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Huyen Thong Nguyen

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Name: Guiding Wealth, LLC. Investment-Related: Yes. Richardson, TX 75080. Nature: Registered Investment Adviser. Position/Title/Relationship: Independent Contractor; Investment Adviser Representative. Start Date: 10/2023. Approximate Hours/Month: 80. Approximate Hours/Month During Securities Trading Hours: 80. Duties: Provide support to owner/investment adviser representative of Guiding Wealth in providing advisory services to clients of Guiding Wealth. Name: Inclusive Wealth Financial Planning LLC; Investment Related; Owner/Financial Planner; Mechanicsburg, PA; Provides financial planning and investment advice to individuals; Licensed insurance agent; allocates 30 hours per week

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Huyen Thuong Nguyen's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

January 4, 2024 - Present

INCLUSIVE WEALTH FINANCIAL PLANNING LLC

RIA
CRD#: 328906
Mechanicsburg, PA
Past

March 27, 2024 - December 23, 2024

GUIDING WEALTH MANAGEMENT, LLC

RIA
CRD#: 175242
Mechanicsburg, PA
Past

September 12, 2022 - September 18, 2023

LIFEGUIDE FINANCIAL ADVISORS, LLC

RIA
CRD#: 284842
MECHANICSBURG, PA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Pennsylvania
(1/4/2024)
IAR
Texas
(7/23/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/10/2022
Uniform Investment Adviser Law Examination

Current Firm

IW
INCLUSIVE WEALTH FINANCIAL PLANNING LLC
INCLUSIVE WEALTH FINANCIAL PLANNING LLC

CRD#: 328906 / SEC#:

Pennsylvania
Registered Investment Advisory firm - (1/4/2024 Approved)
Texas
Registered Investment Advisory firm - (7/5/2024 Conditional Restricted)
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Contact information

Main Address
Mechanicsburg, PA
Mailing Address
Phone number
(717) 809-0505
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts2
AUM (Assets Under Management)$ 460,942

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

INCLUSIVE WEALTH FINANCIAL PLANNING LLC

CRD#: 328906Mechanicsburg, PA

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