Quang Tran

Employer firm

Valic Financial Advisors, Inc. CRD 42803

$29.2B regulatory AUM 38 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• RECOMMEND WRAP ACCOUNTS TO CLIENTS

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

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

Current Employers

Employment History

• 12/2023 → 12/2024
  Jpmorgan Chase Bank, Na
  Houston, TX
• 12/2023 → 12/2024
  Jpmorgan Securities Llc
  Houston, TX
• 05/2019 → 11/2023
  Invesco Ltd.
  Houston, TX
• 08/2018 → 05/2019
  Fusion Taco
  Houston, TX
• 05/2015 → 05/2018
  Samurai Noodle
  Houston, TX
• 08/2013 → 05/2019
  University Of Houston
  Houston, TX
• 12/2024 → Present
  Valic Financial Advisors, Inc.
  Houston, TX
• 12/2024 → Present
  Agia
  Houston, TX

Other Businesses

AGIA POSITION: Agent NATURE: Non-Securities Insurance Products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 12/16/2024 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Appointed as agent to sell Non-Securities Insurance products for AGIA

Exams

• S66 Uniform Combined State Law Examination
  2025-01-30
• S63 Uniform Securities Agent State Law Examination
  2024-02-12

Other Names

• Quang Tran
• Quang Chung Tran