Sao TranCRD Number: 5890786
Current Firm: San Francisco Sentry Investment Group
Sao Tran (CRD# 5890786) is an Investment Advisor Representative working at San Francisco Sentry Investment Group in San Francisco, CA and has over 7 years of experience in the finance industry.
Polaris Greystone Financial Group, LLC
Skyoak Wealth Management, Inc.
Blossom Wealth Management, LLC
|Sf Sentry Securities, Inc.||San Francisco, CA||Aug 2014 - Current||3|
|San Francisco Sentry Investment Group||San Francisco, CA||Aug 2014 - Current||3|
|Three Bell Capital LLC||Los Altos, CA||Jan 2014 - Aug 2014||< 1|
|Emerson Equity LLC||San Mateo, CA||Dec 2013 - Aug 2014||< 1|
|Morgan Stanley Smith Barney||Palo Alto, CA||Feb 2011 - Dec 2013||2|
|Self-employed||San Francisco, CA||Sep 2010 - Feb 2011||< 1|
|International Investment And Trade Promotion Cente||Ho Chi Minh,||Nov 2009 - Nov 2010||1|
|Travel||London,||Jul 2009 - Nov 2009||< 1|
|Mohler, Nixon Williams||Campbell, CA||Jul 2007 - Jul 2009||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2011|
Total Assets Under Management238MILLIONS
Total Number of Accounts313ACCOUNTS
Average Account Value$759,632
- 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
AZ, CA, CT, FL, HI, MD, NM, NY, OR, TX, VA, WA
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