Nhan
Tran

Hightower Advisors, LLC

CRD#6383882
Investment Advisor
in Orlando, FL

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About this Advisor

Nhan Tran is a financial advisor based in Orlando, Florida, working with Hightower Advisors, LLC. Nhan has previously held positions at Pershing LLC, Resource Consulting Group, and Hightower Advisors. Nhan is registered to provide services in Florida. Currently, Nhan is part of Hightower Advisors, LLC, which operates out of Orlando, Florida. The firm has 100 offices and 1,816 employees. The firm manages assets totaling $130.2 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, and other services. The fee structure at Hightower Advisors, LLC includes asset-based, hourly, fixed, commission-based, and other fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Services Offered

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, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Office Location

Capital Plaza Two; 301 E Pine St Suite 600
Orlando, FL 32801

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Hightower Advisors, LLC Brokerage Details

Total Assets Under Management

$130,239,337,374

FL Average: $6,674,516,078
Total Number of Employees

1,816

FL Average: 44
Total Number of Accounts

178,256

FL Average: 2,564
Average Account Size

$730,631

FL Average: $2,603,165

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
  • Other

Nhan Tran Work History

2024 - Present (0 year)

Hightower Advisors

2019 - Present (5 years)

Resource Consulting Group

2014 - 2019 (5 years)

Pershing LLC

Disclosures

Please visit the SEC profile of Nhan 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 Hightower Advisors, LLC

Michael Demarchena
Boca Raton, FL
Jeffrey Vogel
New York, NY
Nancy Bell
Downers Grove, IL
Alexandra Emma
Naples, FL
Bin Chen
Natick, MA
Ashley Aguayo
San Diego, CA
David Bosak
Cleveland, OH
Jin Liu
Deerfield, IL

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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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.

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