Brian Tran has been an investment adviser representative at LCW Services since March 2026, and is not listed among the firm’s executive officers or direct owners.
LCW Services, LLC is a Virginia Beach, VA firm with $235M under management, 261 clients and 4 advisers in one office, as of its April 2026 filing.
Brian Tran is Associate Wealth Management Advisor of Altura Wealth Advisors, based in Virginia Beach, VA. Tran serves as a liaison between clients and the firm's lead advisors and works alongside them to help guide clients through the planning process.
- Altura Wealth AdvisorsCurrent– present · under a yearVirginia Beach, VA · Adviser representative · Firm CRD 337998
Investment adviser representative registrations
Brian Tran is registered as an investment adviser representative in Virginia, since March 2026.
- VirginiaSince 24 March 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 24 March 2026 |
| Series 63 | Uniform Securities Agent State Law Examination | 28 March 2024 |
| Series 7TO | General Securities Representative Examination | 7 March 2024 |
| SIE | Securities Industry Essentials Examination | 5 September 2023 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- CRD
- 7367878
- Firm
- LCW Services · CRD 337998
- Office
- 4669 SOUTH BLVD, STE 105, Virginia Beach, VA 23452
- Registration
- Investment adviser registration
- In the industry since
- August 2024
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- alturawealth.com
Where does Brian Tran work?
Brian Tran is an investment adviser representative registered through LCW Services, LLC since March 2026, and is not listed among the firm’s executive officers or direct owners.
Is Brian Tran a financial advisor?
Yes. Brian Tran has a current investment-adviser registration in Virginia, through LCW Services since March 2026.
How many years of experience does Brian Tran have?
Brian Tran has 2 years in the financial industry, since August 2024, across 1 adviser firm.
What exams has Brian Tran passed?
Brian Tran has passed 4 licensing exams: the SIE, Series 7TO, Series 63 and Series 65. The earliest, the SIE, was passed in September 2023.
Where is Brian Tran based?
Brian Tran’s registered office is in Virginia Beach, VA.
Is Brian Tran registered with FINRA?
No. Brian Tran has no current broker registration.
How can I verify Brian Tran’s record?
Search CRD 7367878 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Brian Tran’s full registration record.
