Tri Truong (CRD# 6760067) is an Investment Advisor Representative working at Elite Wealthcare LLC in Lawrenceville, GA and has over 6 years of experience in the finance industry.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 3012105
Lpl Financial LLC
CRD# 5338514
Rollins Financial Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Elite Wealthcare LLC | Duluth, GA | Mar 2022 - Current | 2 |
| Elite Wealthcare LLC | Duluth, GA | Jan 2022 - Current | 2 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Snellville, GA | Jul 2012 - Mar 2022 | 9 |
| Bank Of America, N.a. | Snellville, GA | Jul 2012 - Mar 2022 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2017 |
- GA
-
Total Assets Under Management2MILLIONS
-
Total Number of Accounts41ACCOUNTS
-
Average Account Value$59,492
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
GA
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