Quang Tran (CRD# 7780109) is an Investment Advisor Representative working at Plato's Philosophy, LLC in Ventura, CA and has 1 year of experience in the finance industry.
CRD# 5656946
The Lynd Group Advisors, LLC
CRD# 6139451
Lincoln Financial Advisors Corporation
CRD# 2781617
Thalassa Capital LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Suithack, LLC | Ventura, CA | Oct 2023 - Current | < 1 |
Plato's Philosophy, LLC | Ventura, CA | Jul 2023 - Current | < 1 |
The Paffrath Organization | Ventura, CA | Jan 2023 - Current | 1 |
House Hack, Inc. | Ventura, CA | Jan 2023 - Current | 1 |
Keraia Capital, LLC | Sheridan, WY | Nov 2021 - Current | 2 |
University Of Georgia | Athens, GA | Aug 2020 - Dec 2022 | 2 |
200x Inc. | Grayson, GA | Jul 2018 - Mar 2021 | 2 |
N/a | Grayson, GA | Jan 2013 - May 2019 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jul 2023 |
S63 | Uniform Securities State Law Examination | Jan 2024 |
- CA
-
Total Assets Under Management39MILLIONS
-
Total Number of Accounts1ACCOUNTS
-
Average Account Value$39,440,000
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for investment companies (as well as "business development companies")
- Educational seminars/workshops
CA
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