Christian Chukwuma
Christian Chukwuma is a registered investment advisor at Osaic Wealth, INC., based in Tracy, CA, with 16 years of industry experience. Christian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
1486 W 11th STREET, Tracy, CA, 95376
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
June 2013Other Business ActivitiesSells Insurance
Christian sells fee-based products on Securities America Advisors' platforms and life insurance, including indexed annuities, dedicating about a quarter of his time and about 10-20% of his time, respectively, to these activities. He also serves as Chairperson of the Discipline Committee for Umu Anambra Cultural Organization, a non-profit, spending minimal time on this role.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Edward Jones
Edward JonesBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.