Sean Chung
CRD Number: 7483342Current 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.
CRD# 4903966
Western Wealth Management LLC
CRD# 5727391
Oneamerica Securities, Inc.
CRD# 3087085
Lpl Financial LLC
| 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 | 2 |
| 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 |
- CA
-
Total Assets Under Management12MILLIONS
-
Total Number of Accounts298ACCOUNTS
-
Average Account Value$40,584
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA
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