Kelly Trinh is a registered investment advisor, based in Houston, TX, with 11 years of industry experience.
Location
11110 Bellaire Blvd, Ste 108, Houston, TX, 77072
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Regulatory History (1)
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Employment Separation After Allegations
March 2021Other Business ActivitiesSells Insurance
Kelly owns commercial rental property through KRRT Inc. and also owns Kelly Trinh's Insurance Agency, an insurance agency affiliated with State Farm, dedicating about half of her time to it.
Employment History
Current Registrations
State Farm Vp Management CORP.
December 2024 - Present · 1 yr 5 mos
State Farm Vp Management CORP.Broker
December 2024 - Present · 1 yr 5 mos
State Farm Investment Management CORP.
October 2024 - Present · 1 yr 7 mos
Previous Registrations
State Farm Vp Management CORP.Broker
August 2010 - March 2021 · 10 yrs 7 mos
State Registrations1 state
TX
AdvisorBrokerBoth
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
No exam information available for this advisor.