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 6 years of experience in the finance industry.
Blossom Wealth Management, LLC
Jurika, Mills & Keifer, LLC
Lowery Thomas, 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|
|Travel||Shanghai,||Jun 2007 - Jul 2007||< 1|
|Applied Materials||Santa Clara, CA||Jan 2006 - Jun 2007||1|
|San Jose State University||San Jose, CA||Aug 2004 - Jun 2007||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2011|
Total Assets Under Management237MILLIONS
Total Number of Accounts284ACCOUNTS
Average Account Value$833,467
- 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
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.