Tom TrinhCRD Number: 6236726
Current Firm: E*trade Capital Management, LLC
Tom Trinh (CRD# 6236726) is an Investment Advisor Representative working at E*trade Capital Management, LLC in Palo Alto, CA and has over 3 years of experience in the finance industry.
Jurika, Mills & Keifer, LLC
Lowery Thomas, LLC
Altos Investments, Inc.
|E*trade Capital Management LLC||Palo Alto, CA||Nov 2015 - Current||1|
|E*trade Securities LLC||Palo Alto, CA||Nov 2015 - Current||1|
|Uber||Oakland, CA||Jul 2015 - Dec 2015||< 1|
|Jpmorgan Securities, LLC||Oakland, CA||Jul 2015 - Nov 2015||< 1|
|Bancwest Investment Services, Inc.||Hayward, CA||Jul 2014 - Jul 2015||1|
|Bank Of The West||Hayward, CA||Jul 2014 - Jul 2015||1|
|Wells Fargo Bank Na||Hayward, CA||Dec 2012 - Jul 2014||1|
|Wells Fargo Advisors LLC||Hayward, CA||Dec 2012 - Jul 2014||1|
|Unemployed||Oakland, CA||Jun 2012 - Dec 2012||< 1|
|Monex Deposit Company||Newport Beach, CA||Jun 2011 - Jun 2012||1|
|Homemax||Oakland, CA||Feb 2006 - Jun 2011||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2013|
Total Assets Under Management3,199MILLIONS
Total Number of Accounts19,200ACCOUNTS
Average Account Value$166,610
- A percentage of assets under your management
- 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)
- Educational seminars/workshops
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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