Francis TranCRD Number: 5552589
Current Firm: Suntrust Advisory Services, Inc.
Francis Tran (CRD# 5552589) is an Investment Advisor Representative working at Suntrust Advisory Services, Inc. in Vienna, VA and has over 5 years of experience in the finance industry.
Blue Ocean Global Wealth
David Wealth Management, LLC
Palatine Advisors, Inc.
|Suntrust Advisory Services||Atlanta, GA||Aug 2016 - Current||1|
|Suntrust Investment Services, Inc.||Atlanta, GA||May 2014 - Current||3|
|Morgan Stanley||Vienna, VA||Jun 2008 - May 2014||5|
|Washington Music Center||Falls Church, VA||Aug 2001 - Jun 2008||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2012|
Total Assets Under Management17,726MILLIONS
Total Number of Accounts37,178ACCOUNTS
Average Account Value$476,799
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
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, VT, WA, WI, WV