Wallace Chi-Ho Chu

Current Employers

Employment History

• 09/2009 → Present
  Lpl Financial Llc
  San Jose, CA

Previous Registrations

• 2009-04-01 → 2009-12-11
  Strategic Wealth Advisors Group
  San Jose, CA
• 2009-03-13 → 2009-10-13
  Associated Planners Investment Advisory Inc
  San Jose, CA
• 2009-03-13 → 2009-09-08
  Associated Securities Corp.
  San Jose, CA
  San Mateo, CA
  San Jose, CA
• 2008-08-13 → 2009-03-12
  Cetera Wealth Services, Llc
  San Jose, CA
• 2003-03-14 → 2008-08-13
  Pension Planners Securities, Inc.
  San Jose, CA
  Sacramento, CA
  Sacramento, CA
• 2001-10-11 → 2003-03-19
  Msi Financial Services, Inc.
  Lafayette, CA

Other Businesses

(1) 08/27/2010 - NON-VARIABLE INSURANCE DBA - TURNING LEAF FINANCIAL GROUP - TURNING LEAF IS MAINLY PROVIDES SERVICES SUCH AS PROCESSING, MARKETING TO THE GROUP OF ADVISORS INCLUDING ME. I AM THE CEO WORKS WITH OTHER THREE PARTNERS TO TAKE CARE THE OPERATION OF THE COMPANY. - 30% OF TIME SPENT - SAN JOSE, CA (2) 01/27/2026 - Cammarano Insurance Service - Non-Variable Insurance - Broker - Investment Related - At Reported Business Location(s) - Start Date 02/01/2026 - 5 hours per month/ 0 hours during trading

Exams

• S63 Uniform Securities Agent State Law Examination
  1995-02-10

Designations

Other Names

• Chi Ho Wallace
• Chi-Ho Chu
• Chi Ho Chu