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Anh Tran, CFP®, a financial advisor at SageMint Wealth in Orange, CA, has been recognized in this year’s list of Forbes Best-In-State Women Wealth Advisors. The special report identifies U.S.-based female financial advisors who are leading the way in offering best practices and providing high-quality experiences for their clients, according to Forbes.
The annual list is compiled by Forbes with insights from SHOOK Research. Advisors are selected based on quantitative and qualitative data, and are assessed on a variety of criteria, including in-person interviews, years of experience, compliance records and assets under management**.
“On behalf of the LPL team, I’m thrilled to congratulate Anh Tran,” said Angela Xavier, LPL executive vice president, Independent Advisor Services. “Anh has successfully leveraged the independent platform to grow her career and help her clients work toward their financial goals and dreams. Although we continue to face emerging challenges from the ongoing pandemic, Anh has found continued success through her integrity and established trust with her clients. We wish Anh continued success and congratulations for her Forbes recognition.”
Anh Tran has 17 years of experience in the financial service industry and provides a full range of wealth management services, including retirement and financial planning, investment management, and estate planning.
Tran is a financial advisor affiliated with LPL Financial, a leading* retail investment advisory firm, independent broker-dealer and registered investment advisor (RIA) custodian, providing resources, tools and technology that support advisors in their work to enrich their clients’ financial lives.
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About SageMint Wealth
SageMint Wealth is a Southern California-based wealth management firm for high-net-worth individuals, families, and business owners. For all of life’s biggest milestones and decisions, we want to be your first call. Our goal is to alleviate stress, create stability, and provide the guidance you need to create the future you want for yourself, your family, and the world.
About LPL Financial:
LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve,* supporting nearly 20,000 financial advisors, and approximately 800 institution-based investment programs and 500 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.
*Top RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report); No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine 1996-2021); No. 1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report); Fortune 500 Company as of June 2021. LPL and its affiliated companies provide financial services only from the United States.
**The Forbes ranking of America’s Top Women Wealth Advisors Best-in-State, 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.
The financial advisors of SageMint Wealth are registered with, and securities and advisory services are offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.
Throughout this communication, the terms “financial advisors” and “advisors” are used to refer to registered representatives and/or investment advisor representatives affiliated with LPL Financial LLC. We routinely disclose information that may be important to shareholders in the “Investor Relations” or “Press Releases” section of our website.
LPL Financial, Forbes, SHOOK Research and SageMint Wealth are all separate entities.
This award does not evaluate the quality of services provided to clients and is not indicative of this advisor’s future performance. Neither LPL Financial nor the advisors pay a fee to Forbes in exchange for inclusion in the Top Women Wealth Advisors list.
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