Duong
Tran
American Century Investments Private Client Group, Inc
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About this Advisor
Duong Tran is a financial advisor based in San Jose, California, working with American Century Investments Private Client Group, Inc. Duong has previously held a position at American Century Investment Services, Inc. Duong has passed the Series 66 regulatory exam and is registered to provide services in California and Texas. Currently, Duong is part of American Century Investments Private Client Group, Inc, which operates out of San Jose, California. The firm has 5 offices and 102 employees. The firm manages assets totaling $1.9 billion. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, publication of newsletters, and educational seminars. The fee structure at American Century Investments Private Client Group, Inc includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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American Century Investments Private Client Group, Inc Brokerage Details
$1,866,781,488
102
3,717
$502,228
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Publication of periodicals or newsletters
- Educational seminars/workshops
Duong Tran Work History
American Century Investment Services, Inc
Disclosures
Please visit the SEC profile of Duong Tran to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at American Century Investments Private Client Group, Inc
Los Angeles, CA
Kansas City, MO
Geneva, IL
Concordia, KS
Kansas City, MO
Kansas City, MO
Leawood, KS
Torrance, CA
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