Transamerica Financial Advisors, Inc

Investment Advisor
in Chino Hills, CA

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About this Advisor

Thanh Trinh is a financial advisor operating out of Chino Hills, California, with a total of 9 years of relevant experience. Trinh is an advisor for Transamerica Financial Advisors, Inc. Their career trajectory has included roles at Transamerica Financial Advisors, Inc, World Financial Group, Inc, Envoy Mortgage, Homemaker, Covered Ca, Homepath Lending Inc, California Exchange Insurance Center, Jake Sharp Group, American Financial Network, Nido Financial Group, Inc, Unified Insurance Services, Advantage Plus Insurance, Rey-Top Insurance Services, School First Federal Credit Union, Nexa Mortgage LLC, Exp Realty, E Mortgage Capital Inc and Dynasty Real Estate, Inc. Trinh holds Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to serve investors in California. Transamerica Financial Advisors, Inc is a financial advisory firm headquartered in Saint Petersburg, FL. It has offices in 286 locations and a total of 1,235 employees. It manages $2 billion in total assets among its 59,659 customer accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm advises 18 charities and foundations. Of its 59,659 accounts, just 2% are held by high-net-worth individuals who have at least $1 million in assets. The business offers a broad set of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial advisory fees usually are based on which services the firm provides the client. However, fee types charged by Transamerica Financial Advisors, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

9 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets

Office Location

2180 Los Ranchitos Rd.
Chino Hills, CA 91709

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Transamerica Financial Advisors, Inc Brokerage Details

Total Assets Under Management


CA Average: $1,855,561,029
Total Number of Employees


CA Average: 62
Total Number of Accounts


CA Average: 2,474
Average Account Size


CA Average: $750,025

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Thanh Trinh Work History

Thanh has been registered as a financial advisor for 9 years.*

2021 - Present (2 years)

E Mortgage Capital Inc

2019 - Present (4 years)

Rey-Top Insurance Services

2018 - Present (5 years)

Advantage Plus Insurance

2014 - Present (9 years)

California Exchange Insurance Center

2013 - Present (10 years)

Transamerica Financial Advisors, Inc

2013 - Present (10 years)

Covered Ca

2011 - Present (12 years)

World Financial Group, Inc

2021 - 2022 (1 year)

Dynasty Real Estate, Inc

2020 - 2022 (2 years)

Nexa Mortgage LLC

2020 - 2022 (2 years)

Exp Realty

2019 - 2019 (< 1 year)

School First Federal Credit Union

2018 - 2019 (1 year)

Nido Financial Group, Inc

2018 - 2018 (< 1 year)

Unified Insurance Services

2016 - 2016 (< 1 year)

Jake Sharp Group

2016 - 2018 (2 years)

American Financial Network

2014 - 2016 (2 years)

Homepath Lending Inc

2013 - 2013 (< 1 year)

Envoy Mortgage

2013 - 2013 (< 1 year)


*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.


Please visit the SEC profile of Thanh Trinh 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 Transamerica Financial Advisors, Inc

Shih-Sheng Li
Milpitas, CA
Derrick Choi
Braintree, MA
Weihua Wu
Irvine, CA
Tarl Reynoso
Orem, UT
Amanda Ryba
San Jose, CA
Chad Tacia
San Antonio, TX
Edward Peterson
Plano, TX
Diego Conejo
Pasadena, CA

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

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