Trung
Vu

Lpl Financial LLC

CRD#2845134
Investment Advisor
in Bethesda, MD

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About this Advisor

Trung Vu is a financial advisor who works in Bethesda, Maryland with 7 years of industry experience. Vu works at Lpl Financial LLC. The advisor has gained experience at Ids Life Insurance Company, American Express Financial Advisors Inc, #Ia American Express Financial Advisors and Lpl Financial LLC. Vu has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can work in Maryland and Texas. Lpl Financial LLC is a business based out of Fort Mill, SC. It has offices in 9,898 locations and a total of 31,366 employees. It controls $368 billion in assets between its 1,688,501 customer accounts, placing it among the biggest firms in the United States by assets under management. The firm advises 3,425 charitable organizations. Of its 1,688,501 customer accounts, 31% are associated with high-net-worth clients who have more than $1 million in assets. The business offers a wide assortment of services, including 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. Fees charged by financial advisors vary depending on which services are provided. However, fee types billed by Lpl Financial LLC can consist of any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

7 years

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, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

6400 Goldboro Rd. Ste 210
Bethesda, MD 20817

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$368,018,536,946

MD Average: $646,059,043
Total Number of Employees

31,366

MD Average: 13
Total Number of Accounts

1,688,501

MD Average: 661
Average Account Size

$217,956

MD Average: $977,396

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

Trung Vu Work History

Trung has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Lpl Financial LLC

1997 - 2016 (19 years)

Ids Life Insurance Company

1997 - 2016 (19 years)

American Express Financial Advisors Inc

1997 - 2016 (19 years)

#Ia American Express Financial Advisors

*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.

Disclosures

Please visit the SEC profile of Trung Vu 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

Eric Matthews
Fort Mill, SC
Kyle Paterik
Los Angeles, CA
Nathan Vanstippen
Kaukauna, WI
Daniel Doughty
Houston, TX
Michael Cosenza
Worcester, MA
Hyun Song
Vienna, VA
Kelsey Odey
Denver, CO
Nicholas Petralia
Naples, FL

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 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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