Enoch Chung

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

• 12/1997 → 01/2024
  Woodbury Financial Services
  Diamond Bar, CA
• 01/2024 → Present
  Osaic Wealth, Inc.
  Diamond Bar, CA

Previous Registrations

• 2005-02-15 → 2024-01-19
  Woodbury Financial Services, Inc.
  Diamond Bar, CA
  Diamond Bar, CA

Other Businesses

1) ENOCH CHUNG, CRTP POSITION: Tax Preparer NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 10 START DATE: 02/01/2018 ADDRESS: 21671 Gateway Center Dr., Suite 112, Diamond Bar CA 91765, United States DESCRIPTION: Tax Preparation 2) ENOCH CHUNG POSITION: Owner NATURE: Rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2018 ADDRESS: 21671 Gateway Center Dr #112, Diamond Bar CA 91765, United States DESCRIPTION: Rental Property 3) ENOCH CHUNG - FIXED INSURANCE POSITION: Licensed Agent NATURE: Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 4 START DATE: 03/01/1998 ADDRESS: 21671 Gateway Center Dr., Suite 112, Diamond Bar CA 91765, United States DESCRIPTION: Insurance Research/Sales (Traditional Products). I offer various fixed insurance products including fixed annuities or non-variable insurance including, but not limited to, life, accident, health, dental, disability income, and long-term care.

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-12-11
• S63 Uniform Securities Agent State Law Examination
  1998-01-06

Designations

• Certified Financial Planner

Other Names

• Enoch Chi Cheung Chung