Andrew
Tran
Lpl Financial LLC
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About this Advisor
Andrew Tran is a financial advisor based in Tampa, Florida, working with Lpl Financial LLC. Andrew has previously held positions at Ameriprise Financial Services, Inc, Randstad Usa, Ncr Corporation, Global Employment Solutions, Bonde & Associates, Inc Dba Brightway Insurance, University Of Massachusetts, Amherst, Raymond James Financial Services, Inc, Steward Partners Global Advisory LLC, Steward Partners Investment Advisory LLC, Hoffman Private Wealth Group, Steward Partners Investment Solutions, LLC, Fidelity Investments, and Lpl Financial. Andrew has passed the Series 66 regulatory exam and is registered to provide services in Florida. Currently, Andrew is part of Lpl Financial LLC, which operates out of Tampa, Florida. The firm has 17,453 offices and 35,841 employees. The firm manages assets totaling $463.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Lpl Financial LLC includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
$463,475,486,343
35,841
1,910,545
$242,588
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
- Educational seminars/workshops
- Other
Andrew Tran Work History
Lpl Financial
Steward Partners Investment Solutions, LLC
Fidelity Investments
Raymond James Financial Services, Inc
Steward Partners Global Advisory LLC
Steward Partners Investment Advisory LLC
Steward Partners Global Advisory LLC
Hoffman Private Wealth Group
Ameriprise Financial Services, Inc
Randstad Usa
Ncr Corporation
Global Employment Solutions
University Of Massachusetts, Amherst
Bonde & Associates, Inc Dba Brightway Insurance
Disclosures
Please visit the SEC profile of Andrew 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 Lpl Financial LLC
Fort Mill, SC
Oak Harbor, WA
La Jolla, CA
Strongsville, OH
Winter Haven, FL
Glen Arm, MD
Abingdon, VA
Scottsdale, AZ
The content in this profile was updated by SmartAsset on 6/19/2024. 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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