Peter Trinh (CRD# 6327333) is an Investment Advisor Representative working at Wealth Architects, LLC in Mountain View, CA and has over 8 years of experience in the finance industry. Peter Trinh 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# 1351279
Lpl Financial LLC
CRD# 6828753
Fidelity Personal And Workplace Advisors
CRD# 2183126
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wealth Architects | Mountain View, CA | Jan 2024 - Current | < 1 |
| Unemployed | San Jose, CA | Sep 2023 - Jan 2024 | < 1 |
| Sand Hill Global Advisors | Palo Alto, CA | Jan 2020 - Sep 2023 | 3 |
| Michael Byrne | San Francisco, CA | Jun 2018 - Jan 2020 | 1 |
| Douglas Miller | San Jose, CA | Nov 2015 - Jan 2020 | 4 |
| Northwestern Mutual Investment Services LLC | San Jose, CA | Aug 2015 - Jan 2020 | 4 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | May 2014 - Jul 2015 | 1 |
| San Jose State University | San Jose, CA | Jan 2004 - Dec 2014 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2016 |
- CA
-
Total Assets Under Management1,778MILLIONS
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Total Number of Accounts2,688ACCOUNTS
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Average Account Value$661,567
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
CA, FL, OR, TX, WA
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