Linh Truong, financial advisor Cupertino CA

Linh Truong

CRD Number: 4588341
Current Firm: Raymond James Financial Services Advisors, Inc.

Linh Truong (CRD# 4588341) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Cupertino, CA and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Ats Wealth Circle Cupertino, CA Dec 2023 - Current < 1
First Tech Federal Credit Union Cupertino, CA May 2014 - Current 9
Raymond James Financial Services, Inc. Cupertino, CA Jan 2012 - Current 12
Raymond James Financial Services Advisors Inc. Cupertino, CA Jan 2012 - Current 12
Addison Avenue Investment Services Cupertino, CA Jan 2012 - Current 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2004
S65 NASAA Investment Advisors Law Examination Dec 2008
Contact Info for Linh M. Truong
Phone Number: 727-567-3020
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    275,430
    MILLIONS
  • Total Number of Accounts
    985,117
    ACCOUNTS
  • Average Account Value
    $279,591
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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