Financial ADVSR advisor directory · SEC adviser records
Osaic Wealth, Inc. financial advisors in Encino, CA
Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in Encino, A to Z.
The short answer
4 registered advisors work at Osaic Wealth, Inc. in Encino, out of 7,289 at the firm nationwide; it ranks number 11 in the city by advisors. 0 list the CFP designation and 4 are also registered broker representatives.
Osaic Wealth, Inc. advisors in Encino, A to Z
Every Osaic Wealth, Inc. advisor →- Zachary A. FallasAlso a broker rep
- Shehab F. MohammadAlso a broker rep
- Craig E. SteinhauerAlso a broker rep
- Michael J. WeggeAlso 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 Encino
All Encino advisors →Wells Fargo Clearing Services, LLC 27Merrill Lynch, Pierce, Fenner & Smith Incorporated 22Charles Schwab & Co., Inc. 13LPL Financial LLC 13J.P. Morgan Securities LLC 8Navalign, LLC 8D.A. Davidson & Co. 6Kestra Advisory Services, LLC 6Raymond James Financial Services Advisors, Inc. 6Golden State Wealth Management, LLC 4Innovative Wealth Advisors LLC 3Marest Capital, LLC 3
Questions
How many financial advisors does Osaic Wealth, Inc. have in Encino?
4 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Encino, California, according to the SEC's Investment Adviser Public Disclosure records, out of 7,289 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 Encino?
Osaic Wealth, Inc. ranks number 11 in Encino by registered advisors; Wells Fargo Clearing Services, LLC has the most, with 27.
How do I check a Osaic Wealth, Inc. advisor in Encino?
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.