Henry Chau (CRD# 6086142) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Diamond Bar, CA and has over 11 years of experience in the finance industry.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 6232434
Bluepoint Wealth Advisors
CRD# 2513561
Householder Group Estate & Retirement Specialists
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Diamond Bar, CA | Jan 2024 - Current | < 1 |
| Health Professionals Insurance Services, Inc. | San Diego, CA | Jan 2020 - Current | 4 |
| Woodbury Financial Services Inc. | Diamond Bar, CA | Apr 2023 - Jan 2024 | < 1 |
| Guardian Life Insurance Company | San Ramon, CA | Jun 2015 - Apr 2023 | 7 |
| Park Avenue Securities LLC | San Ramon, CA | Jun 2015 - Apr 2023 | 7 |
| Park Avenue Securities LLC | Los Angeles, CA | May 2015 - Dec 2015 | < 1 |
| Guardian Life Insurance | Los Angeles, CA | May 2015 - Dec 2015 | < 1 |
| Park Ave Secruities | Irvine, CA | Dec 2014 - May 2015 | < 1 |
| Guardian | Irvine, CA | Oct 2014 - May 2015 | < 1 |
| Unemployment | Los Angeles, CA | Aug 2014 - Oct 2014 | < 1 |
| Star Team | Burbank, CA | Jun 2014 - Aug 2014 | < 1 |
| Cfa Educatin | Los Angeles, CA | May 2013 - Jun 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2012 |
- CA
-
Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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