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Andrew Tran

Andrew Tran

LPL Registered Sales Assistant

Andrew graduated from the University of Massachusetts, Amherst in 2020 with his degree in Business Administration/Finance with honors. He currently maintains his Series 7 and Series 66 licenses with LPL Financial. He also holds his Florida 2-15 health & Life (Including Annuities & Variable Contracts) license.

Andrew entered the financial services industry in 2019 working at Ameriprise Financial; starting as a financial planning intern then gradually working his way to becoming a Paraplanner. In his role he was the financial advisor’s right hand and was responsible for all aspects of the client experience. Afterwards, he joined Steward Partners Global Advisory as a Registered Client Administrative Manager where he was responsible for being the point of contact for clients and all their comprehensive financial needs.

As a Registered Sales Assistant at LPL Financial, he assists our team in executing trades, client meeting preparation, preparing reports, servicing client accounts, as well as, financial planning.

Andrew was raised in St. Petersburg, FL and currently lives in Pinellas Park with his German Shepherd and Golden Retriever. Andrew is a part of the Pinellas Police Athletic League as a volunteer coach for the youth in addition to competing as an amateur boxer locally. He also enjoys playing volleyball and competing in Schutzhund with his dogs.