Featured Articles
Financial Planning
Asian American Advisors See Unmet Potential for Industry Amid Success
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Wealth Solutions Report
LPL Affiliate Anh Tran: Diversity, Inclusivity & Business Growth
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- CNBC | Why you should buy everything with credit cards — provided you meet 1 condition
- CNBC | Here’s what to consider before starting a side hustle
- CNBC | Why it’s a good time for young investors to put money in the market
- Financial Planning | How to rebrand your advisory firm for a more modern approach
- LPL Financial | Rebranding a Business for Success
- OC Register | Advisers finding success in diverse environments
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Speaking & Events
- UCI ANTrepreneur Center’s Women in Leadership – February 2020 - Anh Tran’s Journey on Becoming an Entrepreneur
- 2020 LPL Focus Conference – Achieving Growth Through Acquisitions
- Shook Research – September 2020 – Making an Impact: Incorporating ESG into Your Practice
- Forbes 30 Under 30 / Shook Top Next Gen Advisor Summit in Detroit – October 2019 – Building your Practice Through Acquisitions
Honors & Awards for Anh Tran
- AdvisorHub 50 Women Advisors to Watch in 2023
- AAPI Financial Advisor of the Year in 2022
- Forbes Top Women Wealth Advisors in 2019 - 2023*
- Forbes Top Next Generation Wealth Advisors in 2017 - 2020*
- Forbes Best-In-State Wealth Advisors for California in 2018 - 2023*
- Working Mother Top Wealth Adviser Moms in 2017 - 2021**
Honors & Awards for Janice Hobbs
- Barron’s Top 100 Women Financial Advisor in America in 2009, 2011-2013***
- Orange County Business Journal Top Financial Advisor for 2007 based on reader’s votes
- Registered Rep through Wealth Management Magazine
- Top 100 Independent Advisors 2007 and 2009 based on assets under management
*The Forbes ranking of America’s Top Women Wealth Advisors and Best-In-State Wealth Advisor, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings.
**Ranking based on qualitative measures: service models, investing process, client retention, industry experience, review of compliance record, firm nominations plus quantitative criteria, such as assets under management and revenue generated for their firms.
***Ranking based on qualitative measures: service models, investing process, client retention, industry experience, review of compliance record, firm nominations plus quantitative criteria, such as assets under management and revenue generated for their firms.
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LPL Financial
Anh Tran: Cultivating an Entrepreneurial Spirit
