Financial ADVSR advisor directory · SEC adviser records
Osaic Wealth, Inc. financial advisors in Camarillo, CA
Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in Camarillo, A to Z.
The short answer
9 registered advisors work at Osaic Wealth, Inc. in Camarillo, out of 7,287 at the firm nationwide; it ranks number 1 in the city by advisors. 4 list the CFP designation and 9 are also registered broker representatives.
Osaic Wealth, Inc. advisors in Camarillo, A to Z
Every Osaic Wealth, Inc. advisor →- Albert J. CornelAlso a broker rep
- D'Vonne L. DayAlso a broker rep
- Cynthia K. FoscueCertified Financial Planner · Also a broker rep
- Richard R. FrankCertified Financial Planner · Also a broker rep
- Michael B. HansonCertified Financial Planner · Also a broker rep
- Robert S. HarrellAlso a broker rep
- Jack T. RandallAlso a broker rep
- Melanie C. TanakaCertified Financial Planner · Also a broker rep
- Jorge A. ZambranoAlso a broker rep
Osaic Wealth, Inc. advisors in every city and state →Osaic Wealth, Inc.: assets, clients and custodians →Osaic news and advisor moves →Advisor Moves: who changed firms this week →
Osaic Wealth, Inc. advisors in other cities
Scottsdale, AZ 291Maumee, OH 54Omaha, NE 53Raleigh, NC 51Houston, TX 47Melville, NY 46San Diego, CA 46Honolulu, HI 45Irvine, CA 45Southfield, MI 42Rochester, NY 40Lincoln, NE 38Overland Park, KS 38Wichita, KS 36Dallas, TX 33
Other firms in Camarillo
All Camarillo advisors →LPL Financial LLC 8Cetera Investment Advisers LLC 6Edward Jones 6Inflection Retirement Services 4J.P. Morgan Securities LLC 4Summit Wealth Management Group, Inc. 4Bernzott Capital Advisors 3Inflection Advisors 3
Questions
How many financial advisors does Osaic Wealth, Inc. have in Camarillo?
9 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Camarillo, California, according to the SEC's Investment Adviser Public Disclosure records, out of 7,287 nationwide. 4 list the CFP designation and 9 are also registered as broker representatives.
Is Osaic Wealth, Inc. one of the largest advisor employers in Camarillo?
Osaic Wealth, Inc. ranks number 1 in Camarillo by registered advisors, ahead of LPL Financial LLC (8).
How do I check a Osaic Wealth, Inc. advisor in Camarillo?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Osaic Wealth, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.