LONG N TRAN is an investment adviser representative (IAR) with state registration records since 2014, appearing at 5 firms. Currently registered with CREATIVE PLANNING, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CREATIVE PLANNING, LLC | 2025-08-11 | present | Yes |
| COMPOUND PLANNING, INC. | 2023-12-15 | 2025-08-25 | — |
| LIDO ADVISORS, LLC | 2022-07-27 | 2023-11-14 | — |
| MISSION WEALTH MANAGEMENT, LP | 2017-01-19 | 2022-06-01 | — |
| WELLS FARGO CLEARING SERVICES, LLC | 2014-09-30 | 2016-09-20 | — |