Andy Khanh Hoang

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

• 10/2007 → 01/2025
  Lincoln Financial Advisors Corp
  San Ramon, CA
• 01/2025 → Present
  Osaic Wealth, Inc.
  Irvine, CA

Previous Registrations

• 2008-01-23 → 2025-01-24
  Osaic Fa, Inc.
  Irvine, CA
  Irvine, CA

Other Businesses

1) ANDY HOANG 18400 VON KARMAN AVENUE SUITE 400 IRVINE, CA 92612 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERING ACCIDENT AND HEALTH INSURANCE , DISABILITY INSURANCE, FIXED ANNUITIES, AND TRADITIONAL LIFE INSURANCE. START DATE: 03/24/2009 HOURS PER MONTH: 5 HOURS PER MONTH DURING TRADING HOURS: 5. 2) ANDY HOANG/GONZALEZ FINANCIAL & INSURANCE SERVICES 18400 VON KARMAN AVENUE SUITE 400 IRVINE, CA CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: MANAGER/SALES PERSON DUTIES: OFFER TRADITIONAL LIFE AND LONG-TERM CARE INSURANCE. START DATE: 01/2018 HOURS PER MONTH: 20 HOURS PER MONTH DURING TRADING HOURS: 10.

Exams

• S66 Uniform Combined State Law Examination
  2008-01-05

Other Names

• Khanh Kim Hoang