Francis TranCRD Number: 5552589
Current Firm: Suntrust Investment Services, Inc.
Francis Tran (CRD# 5552589) is an Investment Advisor Representative working at Suntrust Investment Services, Inc. in Vienna, VA and has over 4 years of experience in the finance industry.
David Wealth Management, LLC
Aegis Wealth Management LLC
Palatine Advisors, Inc.
|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|
|Virginia Commonwealth University||Richmond, VA||Sep 2001 - Dec 2007||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2012|
Total Assets Under Management10,443MILLIONS
Total Number of Accounts26,841ACCOUNTS
Average Account Value$389,077
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
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