Financial ADVSR advisor directory · SEC adviser records
Osaic Wealth, Inc. financial advisors in Danville, CA
Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in Danville, A to Z.
The short answer
4 registered advisors work at Osaic Wealth, Inc. in Danville, out of 7,287 at the firm nationwide; it ranks number 6 in the city by advisors. 0 list the CFP designation and 4 are also registered broker representatives.
Osaic Wealth, Inc. advisors in Danville, A to Z
Every Osaic Wealth, Inc. advisor →- Thomas H. BilottiAlso a broker rep
- Charles E. CarterAlso a broker rep
- Matthew B. CostelloAlso a broker rep
- James G. DeboerAlso 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 Danville
All Danville advisors →Encompass More Asset Management LLC 32LPL Financial LLC 26UBS Financial Services Inc. 10Strategic Advisers LLC 7Cetera Investment Advisers LLC 6Sanctuary Advisors, LLC 5J.P. Morgan Securities LLC 4Malakoff Wealth 4The Pacific Center For Financial Services 4Cetera Planning Partners 3Edelman Financial Engines 3
Questions
How many financial advisors does Osaic Wealth, Inc. have in Danville?
4 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Danville, California, according to the SEC's Investment Adviser Public Disclosure records, out of 7,287 nationwide. 0 list the CFP designation and 4 are also registered as broker representatives.
Is Osaic Wealth, Inc. one of the largest advisor employers in Danville?
Osaic Wealth, Inc. ranks number 6 in Danville by registered advisors; Encompass More Asset Management LLC has the most, with 32.
How do I check a Osaic Wealth, Inc. advisor in Danville?
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.