Anh Thu Tran (CRD# 6724447) is an Investment Advisor Representative working at Women's Wealth in Tacoma, WA and has over 7 years of experience in the finance industry. Anh Thu Tran has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 3220588
Byrne & Company Wealth Management, LLC
CRD# 5925615
Securities America Advisors, Inc.
CRD# 5464276
Sitka Pacific Capital Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Women's Wealth LLC | Shoreline, WA | Jun 2019 - Current | 4 |
| Brooks, Hughes & Jones, Inc Dba Bhj Wealth Advisors | Gig Harbor, WA | Nov 2016 - Jul 2019 | 2 |
| Russell Investments Group, LLC | Seattle, WA | Nov 2013 - Aug 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2017 |
- WA
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
WA
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