Duke Tran Email & Phone Number
President - Financial Advisor @ Duke Wealth Management
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Duke Tran Location
- Dallas, TX, US
Duke Tran Work
- President - Financial Advisor @ (August 2016 - Present)
- Vice President - Investments @ RBC Wealth Management (January 2009 - August 2016)
- Assistant Vice President @ (August 1999 - February 2009)
Duke Tran Education
- Baylor University - Hankamer School of Business
Bachelor of Fine Arts (BFA) (Finance)
1994-1999
Duke Tran Skills
- Investments
- Wealth Management
- Series 7
- Securities
- Alternative Investments
- Capital Markets
- Financial Services
- Finance
- CRM
- Strategic Planning
- Loans
- Mutual Funds
- Retirement Planning
- Asset Allocation
- Series 63
- Financial Advisory
- Investment Advisory
- Portfolio Management
Duke Tran Summary
- Duke Tran, based in Dallas, TX, US, is currently a President - Financial Advisor at Duke Wealth Management. Duke Tran brings experience from previous roles at RBC Wealth Management and Merrill Lynch. Duke Tran holds a 1994 - 1999 Bachelor of Fine Arts (BFA) in Finance @ Baylor University - Hankamer School of Business. With a robust skill set that includes Investments, Wealth Management, Series 7, Securities, Alternative Investments and more. Duke Tran has 2 emails and 2 mobile phone numbers on RocketReach.
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