Andrew Marcus Tran
Investment adviser representative at LPL Financial LLC
11 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 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
- Seminars and workshops
Experience
11 years in the industry.
- LPL Financial LLCFeb 2023 to now
- UnemployedSep 2022 to Feb 2023
- Fidelity InvestmentsAug 2022 to Sep 2022
- UnemployedJun 2022 to Aug 2022
- Steward Partners Investment Solutions, LLCMay 2022 to Jun 2022
- Hoffman Private Wealth GroupFeb 2021 to Jun 2022
- Raymond James Financial Services, IncFeb 2021 to Jun 2022
- Steward Partners Global Advisory LLCFeb 2021 to Jun 2022
- Steward Partners Investment Advisory LLCFeb 2021 to Jun 2022
- Ameriprise Financial Services, IncJun 2019 to Feb 2021
- UnemployedMay 2019 to Jun 2019
- Randstad USADec 2018 to May 2019
- UnemployedNov 2018 to Dec 2018
- Ncr CorporationMay 2018 to Nov 2018
- Global Employment SolutionsNov 2017 to May 2018
- UnemployedSep 2017 to Nov 2017
- University of Massachusetts, AmherstAug 2016 to May 2020
- Bonde & Associates, Inc. dba Brightway InsuranceJan 2015 to Sep 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (FL).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 7127730
- Firm CRD
- 6413