Transamerica Financial Advisors, Inc
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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
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Transamerica Financial Advisors, Inc Brokerage Details
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.*
E Mortgage Capital Inc
Rey-Top Insurance Services
Advantage Plus Insurance
California Exchange Insurance Center
Transamerica Financial Advisors, Inc
World Financial Group, Inc
Dynasty Real Estate, Inc
Nexa Mortgage LLC
School First Federal Credit Union
Nido Financial Group, Inc
Unified Insurance Services
Jake Sharp Group
American Financial Network
Homepath Lending Inc
*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
San Jose, CA
San Antonio, TX
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 firstname.lastname@example.org.
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