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Lindsay L Tran

Gradient Securities, LLC

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About Lindsay L Tran

Lindsay Tran, an investment advisor representative, has been in the financial industry since 2018. Lindsay is a licensed agent in Michigan and has been actively involved in the industry for over 5 years. Lindsay's experience spans across various areas like insurance, administrative roles, and investment advisory services. She holds both Series 63 and 65 licenses and has a strong understanding of investment company products and variable contracts. Lindsay's current employment is with Gradient Securities, LLC, where she offers financial planning, pension consulting, and portfolio management services to clients. Her prior affiliations include Synergy Financial Group, LLC, Turner Insurance, GCC Safety, and Tranquility Wealth Management, LLC.

Firm Information

Lindsay Tran is currently registered with Gradient Securities, LLC. Gradient Securities, LLC is a Limited Liability Company formed in April 2003. Based in Arden Hills, Minnesota, the firm provides investment advisory services to individuals, high-net-worth individuals, corporations, businesses, pension plans, and individuals other than high-net-worth. They offer financial planning, pension consulting, portfolio management, and selection of other advisers. The firm manages approximately $475 million in assets for over 6,600 clients.
Gradient Securities, LLC

4105 LEXINGTON AVENUE N

ARDEN HILLS, MN 55126

$475.17M

Assets Under Management

921

Total Clients

91

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Solicitor fees

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Lindsay Tran’s Registration & Firm History

MN

02/26/2021 - Present

Gradient Securities, LLC (ARDEN HILLS MN)

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Licenses & Designations

BC

Issued 06/30/2021

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 07/19/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/23/2021

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 09/27/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lindsay L Tran.
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