Unclaimed
Joyce Truong is an investment advisor representative with Avivar Capital, LLC. Joyce has been in the financial services industry since May 2023 and has a Series 65 license. Joyce specializes in financial planning, educational seminars, and selecting other advisors for clients. Joyce has a strong background in the tech and finance industries, having worked at Google, Landed Inc., and Turner Impact Capital prior to her current role.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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CA
11/04/2024 - Present
Avivar Capital, LLC (NORTH HOLLYWOOD CA)
Active
Inactive
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