Linh Truong
Linh Truong is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Cupertino, CA, with 23 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
19200 Stevens Creek Blvd, Suite 240, Cupertino, CA, 95014
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Linh works as an associate/employee providing support to a financial advisor at Addison Avenue Investment Services and ATS Wealth Circle, and as an investment advisor assistant at First Tech Federal Credit Union. All three roles take about half of Linh's time each.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Essex National Securities, INC.
Essex National Securities, INC.Broker
Citigroup Global Markets INC.Broker
Citicorp Investment ServicesBroker
First Investors CorporationBroker
State Registrations1 state
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