Anthony Hung Truong

Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2014 → 08/2020
  Luxottica/Target Optical
  Sheridan, CO
• 07/2014 → 07/2018
  Secret Service Technologies Processing
  Denver, CO
• 04/2020 → 09/2021
  Fidelity Brokerage Services Llc
  Greenwood Village, CO
• 09/2021 → 07/2022
  Robinhood Financial, Llc
  Denver, CO
• 12/2022 → 01/2023
  Empower Retirement
  Greenwood Village, CO
• 09/2022 → 11/2022
  Shared Drive, Llc
  Plano, TX
• 02/2023 → Present
  Charles Schwab & Co., Inc.
  Lone Tree, CO
• 07/2022 → 09/2022
  N/A
  Denver, CO
• 08/2017 → 06/2019
  Uncle Joe's Hong Kong Bistro
  Denver, CO
• 07/2018 → 08/2019
  Shalom Home Health Care
  Denver, CO

Other Businesses

1) Anthony Truong bedroom rentals | Investment Related:No|Rental Services (Other than Real Estate)|Landlord|2/1/2022|Less than 20|0|Rent out extra bedrooms and clean the area

Exams

• S66 Uniform Combined State Law Examination
  2024-12-16
• S63 Uniform Securities Agent State Law Examination
  2020-07-31

Other Names

• Anthony Hung Minh Truong
• Anthony Truong