Sean Chung, financial advisor San Diego CA

Sean Chung

CRD Number: 7483342
Current Firm: Trufinancial Registered Investment Advisory Services, Inc.

Sean Chung (CRD# 7483342) is an Investment Advisor Representative working at Trufinancial Registered Investment Advisory Services, Inc. in San Diego, CA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Trufinancial Registered Investment Advisory Services, Inc. San Diego, CA Dec 2021 - Current < 1
Trufinancial San Diego, CA Jun 2021 - Current < 1
San Diego State University San Diego, CA Aug 2017 - May 2021 3
Villa Park High School Villa Park, CA Dec 2011 - Jun 2017 5
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2021
Contact Info for Sean S. Chung
Phone Number: 619-955-5565
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    9
    MILLIONS
  • Total Number of Accounts
    191
    ACCOUNTS
  • Average Account Value
    $47,933
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA

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