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Thanh ha Trinh

Transamerica Financial Advisors, Inc.

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About Thanh ha Trinh

Thanh ha Trinh is a financial advisor who has been working in the industry since March 24, 2014. Thanh ha Trinh is currently registered with Transamerica Financial Advisors, Inc. and has been with the firm since November 2013. Thanh ha Trinh holds a Series 6, Series 63, and Series 65 licenses, as well as the SIE exam. Thanh ha Trinh is also a registered investment advisor in California and North Carolina. Thanh ha Trinh provides investment advice to individuals, high-net-worth individuals, corporations, and retirement plans. Thanh ha Trinh's advisory services include financial planning, portfolio management, and selection of other advisors.

Firm Information

Thanh ha Trinh is currently registered with Transamerica Financial Advisors, Inc.. Transamerica Financial Advisors, Inc. is a registered investment advisor with over 1,100 investment advisor representatives, managing $1 billion to $10 billion in client assets. The firm offers a range of services, including portfolio management for individuals, selection of other advisors, and wrap fee program participation. It has been in business since 1984 and is headquartered in St. Petersburg, FL. The firm serves a diverse clientele, including individuals, high-net-worth individuals, pension plans, corporations, charitable organizations, and other institutions.
Transamerica Financial Advisors, Inc.

570 CARILLON PARKWAY

ST PETERSBURG, FL 33716-1202

$1.62B

Assets Under Management

Not reported

Total Clients

2,487

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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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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percentage of assets

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

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Thanh ha Trinh’s Registration & Firm History

CA

07/03/2024 - Present

Transamerica Financial Advisors, Inc. (Chino Hills CA)

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Licenses & Designations

BC

Issued 06/19/2014

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 12/01/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/28/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Thanh ha Trinh.
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