Victor Tran

VERITABLE FINANCIALS

PHILADELPHIA, PA 19103

CRD#: 6529926

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Professional summary

Victor Tran, CFP® is a registered financial advisor currently at VERITABLE FINANCIALS LLC located in Philadelphia, Pennsylvania.

Victor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Victor has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Victor Tran's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Current

May 29, 2026 - Present

VERITABLE FINANCIALS LLC

Office #1: 1650 Market Street Suite 3600, Philadelphia, PA 19103

RIA

CRD#: 341210

PHILADELPHIA, PA

Past

August 17, 2017 - June 2, 2026

PNC WEALTH MANAGEMENT LLC

RIA

CRD#: 129052

GLADWYNE, PA

Past

August 17, 2017 - June 2, 2026

PNC WEALTH MANAGEMENT LLC

CRD#: 129052

GLADWYNE, PA

Past

March 28, 2016 - June 8, 2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

PHILADELPHIA, PA

Past

March 28, 2016 - June 8, 2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

PHILADELPHIA, PA

Past

March 9, 2016 - April 4, 2016

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

BALA CYNWYD, PA

Past

October 7, 2015 - April 4, 2016

EQUITABLE ADVISORS, LLC

CRD#: 6627

BALA CYNWYD, PA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(6/1/2026)

IAR

Texas
(5/29/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/4/2016

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/18/2015

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/7/2015

General Securities Representative Examination

Current Firm

VERITABLE FINANCIALS LLC

CRD#: 341210 / SEC#:

Texas

Registered Investment Advisory firm - (3/26/2026 Conditional Restricted)

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Contact information

Main Address

1650 Market Street Suite 3600, Philadelphia, PA 19103

Mailing Address

Phone number

(215) 740-0820

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Victor Tran

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Victor Tran's CRS (Customer Relationship Summary).

Certified licenses

Experience

VERITABLE FINANCIALS LLC

PNC WEALTH MANAGEMENT LLC

PNC WEALTH MANAGEMENT LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/4/2016

Series 63

Date: 9/18/2015

SIE

Date: 10/1/2018

Series 7

Date: 10/7/2015

Current Firm

VERITABLE FINANCIALS LLC

Contact information

Documents

Red Flags

Company Information

VERITABLE FINANCIALS LLC

TRUST BUT VERIFY

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