Anne Trinh, financial advisor Torrance CA

Anne Trinh

CRD Number: 4590072
Current Firm: Kestra Advisory Services, LLC

Anne Trinh (CRD# 4590072) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Torrance, CA and has over 21 years of experience in the finance industry. Anne Trinh 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.

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Professional Designations
Company Name Location Dates Years
Kestra Advisory Services, LLC Torrance, GA Oct 2021 - Current 2
Kestra Investment Services, LLC Torrance, GA Oct 2021 - Current 2
M Holdings Securities, Inc. Portland, OR Aug 2008 - Oct 2021 13
M Advisory Group Torrance, CA Aug 2008 - Dec 2019 11
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2002
Contact Info for Anne K. Trinh
Phone Number: 8445537872
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    41,795
    MILLIONS
  • Total Number of Accounts
    140,407
    ACCOUNTS
  • Average Account Value
    $297,671
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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