Michael Tran (CRD# 7815425) is an Investment Advisor Representative working at Portfolio Medics, LLC in Westminster, CA and has 1 year of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2238419
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Portfolio Medics | Bonita Springs, FL | Oct 2023 - Current | < 1 |
| Lifepro Financial Services | San Diego, CA | Jun 2019 - Current | 4 |
| Soluteks Inc. | Westminster, CA | Apr 2014 - Current | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2023 |
- CA
-
Total Assets Under Management500MILLIONS
-
Total Number of Accounts2,499ACCOUNTS
-
Average Account Value$199,924
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MA, MI, MN, MO, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV
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