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Vien N Tran is a financial advisor professional located in Tequesta, FL. They specialize in financial advisory.
Vien N Tran - Meridian Wealth Management, Llc holds an active professional license (FINRA CRD) for your protection.
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Vien N Tran operates Meridian Wealth Management, LLC in Tequesta, Florida. As a financial advisor, Tran works with clients on wealth management matters. The business holds a FINRA CRD license (number 6680442), which governs securities and investment advisory activities at the federal level. Clients seeking financial guidance can contact the firm directly to discuss their needs and learn more about the services offered.
A FINRA CRD license indicates that the advisor is registered with the Financial Industry Regulatory Authority, the primary regulator of securities brokers and investment advisors in the United States. This registration means the advisor has met baseline qualifications and is subject to FINRA oversight and compliance requirements. The CRD (Central Registration Depository) system maintains records of the advisor's background, qualifications, and any disciplinary history, providing transparency to clients about who they're working with in financial matters.