Michael Truong
Michael Truong is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Mountain View, CA, with 14 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Retirement Planning. Their firm serves 3,279 clients with $1.5B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
1570 Grant Rd, Mountain View, CA, 94040
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael owns three rental properties in California (Modesto, Stockton, and Tracy) since 2010-2019. He spends minimal time on these activities, as a property manager handles tenant inquiries.
Employment History
Current Registrations
U.S. Bancorp Advisors, LLCBroker
U.S. Bancorp Advisors, LLC
Previous Registrations
U.S. Bancorp Investments, INC.Broker
U.S. Bancorp Investments, INC.
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
E*trade Securities LLCBroker
E*trade Capital Management, LLC
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Wells Fargo Clearing Services, LLCBroker
Citigroup Global Markets INC.Broker
Wells Fargo Clearing Services, LLCBroker
Unionbanc Investment Services, LLCBroker
Wells Fargo Advisors, LLCBroker
Wells Fargo Investments, LLCBroker
State Registrations1 state
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