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||2|
|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)