Anne Trinh is a CFP-designated registered investment advisor, based in Torrance, CA, with 23 years of industry experience. Anne is also registered as a broker, so some compensation may come from commissions on products sold.
Location
3465 Torrance Blvd, Suite N, Torrance, CA, 90503
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Anne is the President and Owner of Family Wealth Counseling, LLC and Family Wealth Counseling, Inc., providing financial planning, investment, and insurance services, taking up nearly all of her time. She also serves as an insurance agent for a group health insurance policy and holds board positions at Christian Foundation of America and 2Fish Foundation, dedicating minimal time to these roles.
Employment History
Current Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
M Holdings Securities, INC.
M Holdings Securities, INC.Broker
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
State Registrations12 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Christian Masariego, CFPCharles Schwab & CO., INC.
- Philip Albitz, CFPCetera Investment Advisers LLC
- Stephen Knadle, CFAEp Wealth Advisors
- Harry Kitter, PFSLPL Financial LLC
- James Holden, CFPEp Wealth Advisors
- Diana Law, CFP