Thanh Ha Trinh (CRD# 6275569) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Chino Hills, CA and has over 12 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6232434
Bluepoint Wealth Advisors
CRD# 2238419
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Alta Realty Group Inc Ca | Newport Beach, CA | May 2023 - Current | < 1 |
| E Mortgage Capital Inc. | Santa Ana, CA | Oct 2021 - Current | 2 |
| Rey-top Insurance Services | Monterey Park, CA | Aug 2019 - Current | 4 |
| Advantage Plus Insurance | Canoga Park, CA | Sep 2018 - Current | 5 |
| California Exchange Insurance Center | Bellflower, CA | Mar 2014 - Current | 10 |
| Transamerica Financial Advisors, Inc. | Irvine, CA | Nov 2013 - Current | 10 |
| Covered Ca | Irvine, CA | Sep 2013 - Current | 10 |
| World Financial Group, Inc. | Irvine, CA | Feb 2011 - Current | 13 |
| Exp Realty | San Ramon, CA | May 2020 - Sep 2022 | 2 |
| Nexa Mortgage LLC | Chandler, AZ | Feb 2020 - Sep 2022 | 2 |
| Dynasty Real Estate, Inc. | Ontario, CA | Oct 2021 - Jul 2022 | < 1 |
| School First Federal Credit Union | Tustin, CA | Oct 2019 - Dec 2019 | < 1 |
| Nido Financial Group, Inc. | Tustin, CA | Mar 2018 - Dec 2019 | 1 |
| Unified Insurance Services | Tarzana, CA | Mar 2018 - Sep 2018 | < 1 |
| American Financial Network | Irvine, CA | Feb 2016 - Mar 2018 | 2 |
| Jake Sharp Group | Dana Point, CA | Feb 2016 - Jun 2016 | < 1 |
| Homepath Lending Inc. | Costa Mesa, GA | Mar 2014 - Jun 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2011 |
| S63 | Uniform Securities State Law Examination | Jun 2014 |
- CA
-
Total Assets Under Management1,619MILLIONS
-
Total Number of Accounts45,001ACCOUNTS
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Average Account Value$35,987
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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