Financial ADVSR advisor directory · SEC adviser records
Osaic Wealth, Inc. financial advisors in Campbell, CA
Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in Campbell, A to Z.
The short answer
9 registered advisors work at Osaic Wealth, Inc. in Campbell, out of 7,289 at the firm nationwide; it ranks number 7 in the city by advisors. 0 list the CFP designation and 9 are also registered broker representatives.
Osaic Wealth, Inc. advisors in Campbell, A to Z
Every Osaic Wealth, Inc. advisor →- Jeffrey J. ArburnAlso a broker rep
- Stephon N. Briganti-OrtizAlso a broker rep
- Jeff A. ConfortiAlso a broker rep
- Rey Deborja Jr.Also a broker rep
- Kevin P. FitzgeraldAlso a broker rep
- Jeffrey W. GustafsonAlso a broker rep
- Jayne A. Love ArburnAlso a broker rep
- Lorraine M. TaylorAlso a broker rep
- Carol A. UnderwoodAlso 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 298Omaha, NE 54Raleigh, NC 51San Diego, CA 49Houston, TX 47Maumee, OH 47Irvine, CA 45Honolulu, HI 43Rochester, NY 40Lincoln, NE 39Overland Park, KS 37Southfield, MI 37Wichita, KS 36Melville, NY 35Dallas, TX 33
Other firms in Campbell
All Campbell advisors →Strategic Advisers LLC 35LPL Financial LLC 17Charles Schwab & Co., Inc. 16Cetera Investment Advisers LLC 11Ameriprise Financial Services, LLC 10Beacon Pointe Advisors, LLC 9Park Avenue Securities LLC 6Northwestern Mutual Investment Services, LLC 5Allworth Financial, L.P. 4Merrill Lynch, Pierce, Fenner & Smith Incorporated 4State Farm Investment Management Corp. 4Entrust Investment Services, Inc. 3
Questions
How many financial advisors does Osaic Wealth, Inc. have in Campbell?
9 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Campbell, California, according to the SEC's Investment Adviser Public Disclosure records, out of 7,289 nationwide. 0 list the CFP designation and 9 are also registered as broker representatives.
Is Osaic Wealth, Inc. one of the largest advisor employers in Campbell?
Osaic Wealth, Inc. ranks number 7 in Campbell by registered advisors; Strategic Advisers LLC has the most, with 35.
How do I check a Osaic Wealth, Inc. advisor in Campbell?
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.