Randy Wing Louie

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/1997 → 01/2024
  Woodbury Financial Services, Inc
  Diamond Bar, CA
• 01/2024 → Present
  Osaic Wealth, Inc.
  Diamond Bar, CA

Previous Registrations

• 2006-04-27 → 2024-01-19
  Woodbury Financial Services, Inc.
  Diamond Bar, CA
  Diamond Bar, CA

Other Businesses

1)RANDY LOUIE, NON INV REL; 21671 Gateway Center Dr. #112, Diamond Bar, CA. 91765; FIXED INSURANCE PRODUCTS; REGISTERED REP; 4/1/1998; 5HR/MO; 0HR/MO; SELLING FIXED INSURANCE PRODUCTS. 2) MYTHIC BJJ POSITION: Muay Thai Coach NATURE: This is a Martial ArtsFitness Gym called Mythic BJJ and the structure of the business is an LLC. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 05/14/2021 ADDRESS: 1342 E. Chapman Ave., Fullerton CA 92831, United States DESCRIPTION: I teach a Muay Thai Kickboxing Class 3-4 times a week in the evenings, 1 hour per class.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-04-13
• S63 Uniform Securities Agent State Law Examination
  1998-01-15

Other Names

• Randy Louie