Sean ChungCRD 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.
Paradigm Shift Financial, LLC
Madison Avenue Securities, LLC
Lpl Financial LLC
|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|
Total Assets Under Management9MILLIONS
Total Number of Accounts191ACCOUNTS
Average Account Value$47,933
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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