Andrew B Chou

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 05/2013 → 06/2017
  Centaurus Financial Inc.
  Anaheim, CA
• 06/2017 → 01/2024
  Woodbury Financial Services Inc
  Diamond Bar, CA
• 01/2024 → 03/2026
  Osaic Wealth, Inc.
  Diamond Bar, CA
• 03/2026 → Present
  Lpl Financial
  Diamond Bar, CA

Previous Registrations

• 2024-01-19 → 2026-03-18
  Osaic Wealth, Inc.
  Diamond Bar, CA
• 2017-06-09 → 2024-01-19
  Woodbury Financial Services, Inc.
  Diamond Bar, CA
  Diamond Bar, CA
  Costa Mesa, CA
• 2013-05-30 → 2017-06-12
  Centaurus Financial, Inc.
  Irvine, CA
  City Of Industry, CA
• 2011-11-09 → 2013-07-08
  Westmount Partners, Llc
  Los Angeles, CA
• 2011-04-27 → 2011-12-05
  Westmount Asset Management Inc
  Los Angeles, CA
• 2010-02-02 → 2011-04-06
  Td Ameritrade, Inc.
  Pasadena, CA
• 2010-02-02 → 2011-04-06
  Td Ameritrade Investment Management, Llc
  Pasadena, CA
• 2005-10-24 → 2010-01-12
  Strategic Advisers Llc
  Los Angeles, CA
  Pasadena, CA
• 2005-03-14 → 2006-02-17
  Fidelity Brokerage Services Llc
  Los Angeles, CA
  Pasadena, CA
  Pasadena, CA
• 2004-10-28 → 2005-02-14
  Centaurus Financial, Inc.
  Irvine, CA

Other Businesses

1. 02/2026 - Andrew Chou - Real Estate Rental - Inv Related - 1 Hour(s)/Month - 1 Hour(s) During Trading - West Covina, CA, 91792 - OBA Start Date: 06/01/2015 2. 02/2026 - City of Diamond Bar - Politics/ Government - Not Inv Related - 10 Hour(s)/Month - 10 Hour(s) During Trading - Diamond Bar, CA, 91765 - OBA Start Date: 12/04/2018 3. 02/2026 - Master & Master LLC - Business Owner - Not Inv Related - 20 Hour(s)/Month - 20 Hour(s) During Trading - Diamond Bar, CA, 91765 - OBA Start Date: 01/01/2017 4. 02/2026 - Andrew Chou - Real Estate Rental - Inv Related - 5 Hour(s)/Month - 5 Hour(s) During Trading - Diamond Bar, CA, 91765 - OBA Start Date: 03/01/2015 5. 02/2026 - Wealthify Partners - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hour(s)/Month - 160 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 3/9/2026

Exams

• S63 Uniform Securities Agent State Law Examination
  2013-08-10
• S66 Uniform Combined State Law Examination
  2005-09-07

Designations

• Certified Financial Planner

Other Names

• Andy B Chou
• Andy Bo Hwa Chou