Anne
Trinh
Kestra Advisory Services, LLC
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About this Advisor
Anne Trinh is a certified financial planner based out of Torrance, California with 2 years of relevant experience. Trinh works at Kestra Advisory Services, LLC. Over the course of their career, Trinh has held roles at M Holdings Securities, Inc, M Advisory Group, Kestra Advisory Services, LLC and Kestra Investment Services, LLC. Trinh maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can advise clients in California and Texas. Kestra Advisory Services, LLC is a company operating out of Austin, TX. The investment advisory business has offices in 544 locations and a total of 1,311 people on staff. It has $42 billion in assets under management between its 140,407 accounts, making it one of the biggest firms in the United States by assets under management. The firm provides financial advice to 132 charitable organizations. Of its 140,407 customer accounts, 17% are associated with high-net-worth clients who have at least $1 million in assets available to invest. Kestra Advisory Services, LLC offers a broad array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors largely vary depending on the services. However, fee types charged by Kestra Advisory Services, LLC may include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kestra Advisory Services, LLC Brokerage Details
$41,795,124,579
1,311
140,407
$297,671
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Anne Trinh Work History
Anne has been registered as a financial advisor for 2 years.*
Kestra Advisory Services, LLC
Kestra Investment Services, LLC
M Holdings Securities, Inc
M Advisory Group
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Anne Trinh to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
