Chloe Tran, financial advisor Houston TX
90 score

Chloe Tran

CRD Number: 4535706
Current Firm: Cetera Advisor Networks LLC

Chloe Tran (CRD# 4535706) is an Investment Advisor Representative working at Cetera Advisor Networks LLC in Houston, TX and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Advisor Networks LLC El Segundo, CA Sep 2013 - Current 3
Walnut Street Securities, Inc. St. Louis, MO Aug 2003 - Current 13
Walnut Street Securities Inc. Houston, TX Jun 2012 - Aug 2013 1
Anthis & Company Inc. Houston, TX Feb 2002 - Sep 2009 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2012
Contact Info for Chloe T. Tran
Phone Number: 310-326-3100
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    16,791
    MILLIONS
  • Total Number of Accounts
    70,113
    ACCOUNTS
  • Average Account Value
    $239,482
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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