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Profil
Long N.
Tran worked as a Senior Vice President & Senior Wealth Manager at Lido Advisors LLC from 2022 to 2023.
Prior to that, he was a Financial Planning Specialist at Ameriprise Financial Services LLC from 2009 to 2012.
He also served as a Client Advisor at Mission Wealth Management LP from 2016 to 2022.
In addition, he worked as an Investment Analyst at Canterbury Consulting, Inc. from 2013 to 2014 and as an Associate at Wells Fargo Clearing Services LLC from 2014 to 2016.
Mr. Tran obtained his undergraduate degree from the University of California, Santa Barbara in 2010.
Anciens postes connus de Long N. Tran
| Sociétés | Poste | Fin |
|---|---|---|
Lido Advisors LLC
 Lido Advisors LLC Investment ManagersFinance Lido utilizes an integrated wealth management approach to seek to help their clients achieve their financial goals while aiming to reduce market risks and manage volatility. The firm uses an integrated wealth strategy that involves tailored investment services that, among other things, select assets for their clients that are less correlated to one another. These assets include not only the traditional asset classes such as fixed income, equities, and cash, but also real estate debt, foreign securities, American Depository Receipts, hybrid offerings, and Alternative Investments, such as Liquid and Non-Liquid Alternative Investments and Non-Liquid Fixed Income investments. | Gestionnaire de Portefeuille-Actions | 01/12/2023 |
Mission Wealth Management LP
 Mission Wealth Management LP Investment ManagersFinance MWM is a long-term investor who offers customized, globally diversified, tax-efficient portfolios that aims to maximize risk-adjusted returns. The firm primarily invests in ETFs, mutual funds, institutional funds and individual securities and utilizes a demographic research provided by external third-party sources. | Corporate Officer/Principal | 30/06/2022 |
Wells Fargo Clearing Services LLC
 Wells Fargo Clearing Services LLC Investment ManagersFinance WFCS offers a variety of advisory programs. The firm's separately managed programs give clients the flexibility to select a model-based approach to separate account management or to customize a portfolio of individual professional money managers. Their mutual fund advisory programs are designed to help clients take advantage of the expertise of professional money managers through mutual funds or current market trends through ETFs. Through their financial advisor-directed portfolio management programs, a client's Financial Advisor takes on the responsibility of making day-to-day investment decisions. | Corporate Officer/Principal | 01/10/2016 |
Canterbury Consulting, Inc.
 Canterbury Consulting, Inc. Investment ManagersFinance Provides investment advisory services | Corporate Officer/Principal | 01/08/2014 |
Ameriprise Financial Services LLC
 Ameriprise Financial Services LLC Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 01/08/2012 |
Formation de Long N. Tran
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
79
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Canterbury Consulting, Inc.
Canterbury Consulting, Inc. Investment ManagersFinance Provides investment advisory services | Finance |
Ameriprise Financial Services LLC
Ameriprise Financial Services LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
University of California, Santa Barbara
 University of California, Santa Barbara Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Mission Wealth Management LP
Mission Wealth Management LP Investment ManagersFinance MWM is a long-term investor who offers customized, globally diversified, tax-efficient portfolios that aims to maximize risk-adjusted returns. The firm primarily invests in ETFs, mutual funds, institutional funds and individual securities and utilizes a demographic research provided by external third-party sources. | Finance |
Lido Advisors LLC
Lido Advisors LLC Investment ManagersFinance Lido utilizes an integrated wealth management approach to seek to help their clients achieve their financial goals while aiming to reduce market risks and manage volatility. The firm uses an integrated wealth strategy that involves tailored investment services that, among other things, select assets for their clients that are less correlated to one another. These assets include not only the traditional asset classes such as fixed income, equities, and cash, but also real estate debt, foreign securities, American Depository Receipts, hybrid offerings, and Alternative Investments, such as Liquid and Non-Liquid Alternative Investments and Non-Liquid Fixed Income investments. | Finance |
Wells Fargo Clearing Services LLC
Wells Fargo Clearing Services LLC Investment ManagersFinance WFCS offers a variety of advisory programs. The firm's separately managed programs give clients the flexibility to select a model-based approach to separate account management or to customize a portfolio of individual professional money managers. Their mutual fund advisory programs are designed to help clients take advantage of the expertise of professional money managers through mutual funds or current market trends through ETFs. Through their financial advisor-directed portfolio management programs, a client's Financial Advisor takes on the responsibility of making day-to-day investment decisions. | Finance |
