Roger George Tran is an investment adviser representative (IAR) with state registration records since 2019, appearing at 4 firms. Currently registered with CORE PLANNING, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| NEWRETIREMENT ADVISORS, LLC | 2025-11-10 | 2026-04-01 | — |
| CORE PLANNING, LLC | 2024-12-02 | present | Yes |
| FACET WEALTH, INC | 2019-09-11 | 2023-12-20 | — |
| GROVE | 2019-03-14 | 2019-09-06 | — |