Quang Tran
Investment adviser representative at Valic Financial Advisors, Inc.
13 yearsExperience
1 stateRegistered in
$29.2BFirm assets
28 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- AgiaDec 2024 to now
- Valic Financial Advisors, Inc.Dec 2024 to now
- JPMorgan Chase Bank, NADec 2023 to Dec 2024
- JPMorgan Securities LLCDec 2023 to Dec 2024
- Invesco Ltd.May 2019 to Nov 2023
- Fusion TacoAug 2018 to May 2019
- Samurai NoodleMay 2015 to May 2018
- University of HoustonAug 2013 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (TX).
Valic Financial Advisors, Inc.
$29.2BAssets managed
293,026Clients
1,254Advisers
28 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
- 7125840
- Firm CRD
- 42803