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Anh Thu Tran

Anh Thu Tran

WOMEN'S WEALTH
Shoreline, WA
Some features on this profile are disabled
CRD#: 6724447
Anh Thu Tran

Professional summary

Anh Thu Tran, CFP®, who also goes by Anne Tran, is a registered financial advisor currently at WOMEN'S WEALTH located in Shoreline, Washington.

Anh Thu is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Anh Thu has worked at 2 firms and has passed the Series 65 exam.

Biography

Professional Certification: CFP® Education:  Undergraduate: University of Notre Dame (Classics) Graduate: Purdue University – MBA (Finance and Marketing) Interests: Meditation, walking, hiking, gardening, food, art
top-8-questions

Question & Answer

What are your service offerings?
Comprehensive Financial Planni...
Retirement Planning
Investment Planning
Do you have an area of expertise or specialization?
Business Owners
Divorce Planning
Hourly
Retirement Plan Investment Adv...
Retirement Planning & Distribu...
Women's Financial Planning Iss...
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes

Aliases

Anne Tran

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.
2019-Present: Independent Consultant & Freelance Writer/Not Investment Related/Tacoma, WA/Marketing & Project Management Consulting; Freelance Writing/Involves 10% or less time each month, including during traditional business hours.//

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anh Thu 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

Start date: 2018

Experience

Current

October 21, 2019 - Present

WOMEN'S WEALTH

RIA
CRD#: 305821
Shoreline, WA
Past

January 5, 2017 - July 31, 2019

BHJ WEALTH ADVISORS

RIA
CRD#: 151507
GIG HARBOR, WA

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
Washington
(10/21/2019)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/5/2017
Uniform Investment Adviser Law Examination

Current Firm

WW
WOMEN'S WEALTH
WOMEN'S WEALTH | WOMEN'S WEALTH LLC

CRD#: 305821 / SEC#:

Washington
Registered Investment Advisory firm - (10/21/2019 Approved)
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Contact information

Main Address
Tacoma, WA
Mailing Address
P.o. Box 1522, Tacoma, WA 98401
Phone number
(206) 499-1330
Established
Firm type
Fiscal year end
# of Employees
1

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.

Company Information

WOMEN'S WEALTH

CRD#: 305821Shoreline, WA

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Contact information

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