Steve Trinh, financial advisor Sherman Oaks CA
90 score

Steve Trinh

CRD Number: 6089623
Current Firm: Carter Jacobs, LLC

Steve Trinh (CRD# 6089623) is an Investment Advisor Representative working at Carter Jacobs, LLC in Sherman Oaks, CA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Carter Jacobs, LLC Sherman Oaks, CA Jan 2015 - Current 1
Bank Of America, N.a. Beverly Hills, CA Nov 2012 - Jan 2015 2
Merrill Lynch, Pierce, Fenner And Smith Incorporated Beverly Hills, CA Jun 2012 - Jan 2015 2
Koa Corporation Monterey Park, CA Jun 2001 - Jun 2012 11
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2012
Contact Info for Steve Trinh
Phone Number: 818.728.4557
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States


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

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