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.
Altos Investments, Inc.
Jurika, Mills & Keifer, LLC
Lowery Thomas, LLC
|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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.