Thanh ha Trinh
Investment adviser representative at Transamerica Financial Advisors, LLC
15 yearsExperience
2 statesRegistered in
$2.1BFirm assets
35 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
15 years in the industry.
- Loan Factory inc.Jan 2026 to now
- Property Rental IncomeSep 2025 to now
- Alta Realty Group Inc CaMay 2023 to now
- TrinhconsultingincApr 2022 to now
- E Mortgage Capital Inc.Oct 2021 to now
- California Exchange Insurance CenterMar 2014 to now
- Transamerica Financial Advisors, LLCNov 2013 to now
- Covered CaSep 2013 to now
- World Financial Group, IncFeb 2011 to now
- Dynasty Real Estate, Inc.Oct 2021 to Jul 2022
- Exp RealtyMay 2020 to Sep 2022
- Nexa Mortgage LLCFeb 2020 to Sep 2022
- School First Federal Credit UnionOct 2019 to Dec 2019
- Rey-top Insurance ServicesAug 2019 to Jan 2026
- Advantage Plus InsuranceSep 2018 to Dec 2025
- Nido Financial Group, IncMar 2018 to Dec 2019
- Unified Insurance ServicesMar 2018 to Sep 2018
- American Financial NetworkFeb 2016 to Mar 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2011
- Series 63 · Uniform Securities Agent State Law2014
State registrations
Registered as an investment adviser representative in 2 states (CA, NC).
Transamerica Financial Advisors, LLC
$2.1BAssets managed
42,735Clients
1,121Advisers
35 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
- 6275569
- Firm CRD
- 16164