Tu Tran

from Crosspoint Financial, LLC
SEC regulated
Regulated Investment Advisor
Tu Tran is a financial advisor based in California, Tustin, with 27 years of experience. Tu currently works for Crosspoint Financial, LLC. Tu maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Tu Tran works at Crosspoint Financial, LLC
Crosspoint Financial, LLC is a financial advisory firm based in Tustin, California. It currently has approximately $114,183,925 of assets under management and employs about 1 people. Crosspoint Financial, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
18 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
17822 East 17th Street, Suite 310, Tustin, California, 92780

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