Financial ADVSR advisor directory · SEC adviser records
Osaic Wealth, Inc. financial advisors in El Dorado Hills, CA
Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in El Dorado Hills, A to Z.
The short answer
4 registered advisors work at Osaic Wealth, Inc. in El Dorado Hills, out of 7,289 at the firm nationwide; it ranks number 10 in the city by advisors. 1 list the CFP designation and 4 are also registered broker representatives.
Osaic Wealth, Inc. advisors in El Dorado Hills, A to Z
Every Osaic Wealth, Inc. advisor →- Christopher L. CottrellCertified Financial Planner · Also a broker rep
- Samuel H. HoppeAlso a broker rep
- Christopher W. RasmussenAlso a broker rep
- Stephen SwarbrickAlso 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 El Dorado Hills
All El Dorado Hills advisors →Wells Fargo Clearing Services, LLC 31Van Hulzen Financial Advisors 18LPL Financial LLC 8Statheros Financial Solutions, Inc. 8Ameriprise Financial Services, LLC 5Cetera Investment Advisers LLC 5Mw Investment Strategy 5Edward Jones 4J.P. Morgan Securities LLC 4Larsen Wealth Management 3RBC Capital Markets, LLC 3
Questions
How many financial advisors does Osaic Wealth, Inc. have in El Dorado Hills?
4 investment adviser representatives are registered at Osaic Wealth, Inc. offices in El Dorado Hills, California, according to the SEC's Investment Adviser Public Disclosure records, out of 7,289 nationwide. 1 list the CFP designation and 4 are also registered as broker representatives.
Is Osaic Wealth, Inc. one of the largest advisor employers in El Dorado Hills?
Osaic Wealth, Inc. ranks number 10 in El Dorado Hills by registered advisors; Wells Fargo Clearing Services, LLC has the most, with 31.
How do I check a Osaic Wealth, Inc. advisor in El Dorado Hills?
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.