Minh Trang, financial advisor Santa Clara CA
93 score

Minh Trang

CRD Number: 3127878
Current Firm: Svb Asset Management

Minh Trang (CRD# 3127878) is an Investment Advisor Representative working at Svb Asset Management in Santa Clara, CA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Svb Securities San Francisco, CA Sep 2007 - Current 9
Svb Asset Manangement San Francisco, CA Sep 2007 - Current 9
Toyota Motor Credit Corporation Torrance, CA Oct 2006 - Sep 2007 < 1
Unemployed San Diego, CA Apr 2006 - Oct 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2007
Contact Info for Minh Trang
Phone Number: 866-719-9117
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    21,200
    MILLIONS
  • Total Number of Accounts
    503
    ACCOUNTS
  • Average Account Value
    $42,146,305
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
Types of Clients
Registered States

CA, CO, CT, GA, IL, MA, MD, MN, NC, NJ, NY, OR, PA, TX, UT, VA, WA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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