Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Truong is a financial advisor with Charles Schwab & Co., Inc. in Lone Tree, Colorado. Anthony Truong has been in the financial industry since 2020 and is registered with the state of Colorado. Anthony Truong has experience working with Robinhood Financial, LLC, and Fidelity Brokerage Services LLC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CO
12/17/2024 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
CO
09/29/2021 - 05/10/2022
ROBINHOOD FINANCIAL, LLC (Denver CO)
CO
07/23/2020 - 09/08/2021
FIDELITY BROKERAGE SERVICES LLC (GREENWOOD VILLAGE CO)
BC
Issued 07/31/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/23/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/17/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Anthony Truong is the right advisor for you? Invested Better is here to help.
