Truy Tran (CRD# 6438329) is an Investment Advisor Representative working at Sofi Wealth LLC in San Francisco, CA and has over 8 years of experience in the finance industry. Truy Tran 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# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
Company Name | Location | Dates | Years |
---|---|---|---|
Sofi Securities LLC | San Francisco, CA | Feb 2021 - Current | 3 |
Sofi Wealth LLC | San Francisco, CA | Feb 2021 - Current | 3 |
Td Ameritrade | Southlake, TX | Jan 2019 - Jan 2021 | 2 |
Financial Engines Advisors LLC | Sunnyvale, CA | Nov 2018 - Jan 2019 | < 1 |
Edelman Financial Services, LLC | Fairfax, VA | Mar 2017 - Jan 2019 | 1 |
Ef Legacy Securities, LLC | Henrico, VA | Mar 2017 - Jan 2019 | 1 |
Spire Investment Partners, LLC | Reston, VA | Nov 2016 - Mar 2017 | < 1 |
Foliofn Investments, Inc. | Mclean, VA | Nov 2015 - Nov 2016 | 1 |
Bank Of America | Annandale, VA | Jul 2015 - Oct 2015 | < 1 |
Mml Investors Services | Fairfax, VA | Feb 2015 - Jul 2015 | < 1 |
Massmutual | Fairfax, VA | Dec 2014 - Jul 2015 | < 1 |
Brown's Fairfax Nissan | Fairfax, VA | Jul 2014 - Sep 2014 | < 1 |
Self Employed | Fairfax, VA | Jun 2014 - Jul 2014 | < 1 |
George Mason University | Fairfax, VA | Aug 2009 - May 2014 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | May 2015 |
S66 | NASAA Uniform Combined State Law Examination | Jul 2017 |
- TX
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Total Assets Under Management944MILLIONS
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Total Number of Accounts165,546ACCOUNTS
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Average Account Value$5,699
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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