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Brian Tran

Altura Wealth Advisors

Virginia Beach, VA

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Current Employers
Altura Wealth Advisors

4669 South Blvd Ste 105, Virginia Beach, VA 23452 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2026-03-24
  • VA RA
    APPROVED
    Since 2026-03-24

Branch Locations

4669 South Blvd Ste 105, Virginia Beach, VA 23452 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Golds Gym Dundalk MD 12/2020 02/2021
Student Baltimore MD 04/2013 08/2020
La Fitness Nottingham MD 08/2020 12/2020
Northwestern Mutual Investment Services Llc Baltimore MD 05/2021 01/2023
Lcw Services, Llc D/B/A Altura Wealth Advisors Virginia Beach VA 04/2023 09/2025
Lcw Services, Llc D/B/A Altura Wealth Advisors Virginia Beach VA 10/2025 Present
  • 12/2020 → 02/2021
    Golds Gym
    Dundalk, MD
  • 04/2013 → 08/2020
    Student
    Baltimore, MD
  • 08/2020 → 12/2020
    La Fitness
    Nottingham, MD
  • 05/2021 → 01/2023
    Northwestern Mutual Investment Services Llc
    Baltimore, MD
  • 04/2023 → 09/2025
    Lcw Services, Llc D/B/A Altura Wealth Advisors
    Virginia Beach, VA
  • 10/2025 → Present
    Lcw Services, Llc D/B/A Altura Wealth Advisors
    Virginia Beach, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-03-24
S63 Uniform Securities Agent State Law Examination 2024-03-28
  • S65 Uniform Investment Adviser Law Examination
    2026-03-24
  • S63 Uniform Securities Agent State Law Examination
    2024-03-28
Other Names
  • Brian Tran
  • Brian Tran

View on SEC IAPD

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Other Offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Virginia Beach, VA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Virginia Beach, VA
BEACON HARBOR WEALTH ADVISORS · VIRGINIA BEACH, VA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · VIRGINIA BEACH, VA
FINANCIAL SECURITY ADVISORY INC · VIRGINIA BEACH, VA
DAVENPORT & COMPANY LLC · VIRGINIA BEACH, VA
FINANCIAL SECURITY ADVISORY INC · VA BEACH, VA
LPL FINANCIAL LLC · VIRGINIA BEACH, VA

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