Phong Xuan Nguyen

Current Employers

Employment History

• 08/2003 → 01/2025
  Lincoln Financial Advisors
  Irvine, CA
• 01/2025 → Present
  Osaic Wealth, Inc.
  Irvine, CA

Previous Registrations

• 2003-09-04 → 2025-01-24
  Osaic Fa, Inc.
  Irvine, CA
  Irvine, CA
• 2003-07-01 → 2003-08-20
  Wells Fargo Clearing Services, Llc
  Newport Beach, CA
• 2001-03-01 → 2003-07-01
  Prudential Equity Group, Llc
  Newport Beach, CA

Other Businesses

1) PHONG NGUYEN 18400 VON KARMAN AVENUE, SUITE 500 IRVINE CA 92612 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERS ACCIDENT/HEALTH INSURANCE, TRADITIONAL LIFE INSURANCE, DISABILITY INCOME INSURANCE, ALONG WITH FIXED/INDEXED ANNUITIES. START DATE: 08/01/2003 HOURS PER MONTH: 20 HOURS PER MONTH DURING TRADING HOURS: 10. 2) PHONG NGUYEN 16231 MOORPARK STREET ENCINO, CA CATEGORY: REAL ESTATE RENTAL INVESTMENT-RELATED: YES TITLE: OWNER DUTIES: COLLECT RENT, MAINTAIN PROPERTY START DATE: 11/1995 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 0. 3) PHONG NGUYEN POSITION: Agent NATURE: Sole Proprietor--Life, Health, LTC, Disability Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 08/01/2003 ADDRESS: 18400 Von Karman Ave. , Suite 400, Irvine CA 92612, United States DESCRIPTION: Sell and service insurance checked above 4) PHONG NGUYEN & MY-LAN LE-NGUYEN, TRUSTEES OF NGUYEN FAMILY TRUST POSITION: Owner NATURE: This is a single home property that we used to live in. We have been renting out this second home in Los Angeles beginning in November/1995 when we moved to Orange County from Los Angeles County. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/01/1995 ADDRESS: 21696 Fernleaf Drive, Lake Forest CA 92630, United States DESCRIPTION: We are the owner and landlord of the rental property. We collect rent and maintain the property livable for tenants.

Exams

• S66 Uniform Combined State Law Examination
  1998-07-06

Designations