Tu Anh Tran
Investment adviser representative at Crosspoint Financial, LLC
21 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$157.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
21 years in the industry.
- Alexander Capital, LPMay 2025 to now
- Crosspoint Financial, LLCMar 2017 to now
- Purshe Kaplan Sterling InvestmentsMar 2017 to now
- Ameriprise Financial Services, Inc.Sep 2005 to Mar 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Crosspoint Financial, LLC
$157.1MAssets managed
282Clients
1Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2941092
- Firm CRD
- 286443