Unclaimed Profile

Tu Anh Tran

CROSSPOINT FINANCIAL, LLC·TUSTIN, California

Clean recordCROSSPOINT FINANCIAL, LLC

17822 EAST 17TH STREET, TUSTIN, CA 92780CRD# 2941092Firm CRD# 286443

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Tu Anh Tran · TUSTIN, CA

Registration

CRD #2941092 · CROSSPOINT FINANCIAL, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Tu Anh Tran is a registered financial advisor based in TUSTIN, California, affiliated with CROSSPOINT FINANCIAL, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

Speak with Tu

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Tu is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

CROSSPOINT FINANCIAL, LLC

AUM

$124M

Regulatory assets under management

Employees

Total firm employees

View all advisors at CROSSPOINT FINANCIAL, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 2941092

Firm CRD# 286443

View on FINRA BrokerCheck →

Looking for a financial advisor in TUSTIN?

Browse all registered financial advisors in TUSTIN, California or claim this profile if it's yours.

Browse TUSTIN Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Tu Anh Tran offer?

Tu Anh Tran specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in TUSTIN, California for a consultation.

What are Tu Anh Tran's credentials?

Tu Anh Tran is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Tu Anh Tran located?

Tu Anh Tran is based in TUSTIN, California, working with CROSSPOINT FINANCIAL, LLC. Their office serves clients in the TUSTIN metropolitan area and surrounding communities.

How does Tu Anh Tran charge for services?

Tu Anh Tran's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CROSSPOINT FINANCIAL, LLC?

CROSSPOINT FINANCIAL, LLC has approximately 1 employees and manages $124M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →