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Yen Truong

Specialist | Financial Planning at CAPTRUST

  • LinkedIn

I joined CAPTRUST in 2021 from Genovese Burford & Brothers—an independent wealth and retirement plan management firm—where I assisted other advisors in constructing retirement analysis, p...

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CAPTRUST

CAPTRUST

  • description Description
    CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country. We specialize in providing consultat...

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  • Employees count Employees 1001-5000
  • Revenue Revenue 100 Million to 250 Million
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Employees

Buck Beam

Senior Vice President/Financial Advisor

Crpc® Audrey Wheat

Strategic Vendor Relations, Vendor Analysis

Doug Lippmann

Conultant Wealth Operations

Denise Kowitz

Director | Compliance Operations

Brenda Biggers

Senior Client Management Consultant

Cindy Richards

Senior Client Management Consultant

Jim Underwood

Senior Director - Portfolio Strategist

Frequently Asked Questions Regarding Yen Truong

Answer: Yen Truong works for CAPTRUST as Specialist | Financial Planning

Answer: Yen Truong’s role in CAPTRUST is Specialist | Financial Planning

Answer: Yen Truong's email address is y***@gmail.com

Answer: Yen Truong's business email address is y****@captrustadvisors.com

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Answer: Yen Truong works in the industry of: Financial Services

Answer: Yen Truong is the current Specialist | Financial Planning at CAPTRUST.... Read More

Answer: Yen Truong works CAPTRUST located at 4208 Six Forks Rd Fl 17, Raleigh, North Carolina, 27609, United States

Answer: CAPTRUST's Specialist | Financial Planning is Yen Truong

Answer: Yen Truong contact details:

  • Phone number  :  (***)-***-****
  • Email  :  y****@captrustadvisors.com

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