Financial ADVSR advisor directory · SEC adviser records
Osaic Wealth, Inc. financial advisors in Fresno, CA
Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in Fresno, A to Z.
The short answer
10 registered advisors work at Osaic Wealth, Inc. in Fresno, out of 7,287 at the firm nationwide; it ranks number 10 in the city by advisors. 2 list the CFP designation and 10 are also registered broker representatives.
Osaic Wealth, Inc. advisors in Fresno, A to Z
Every Osaic Wealth, Inc. advisor →- John N. BanuelosCertified Financial Planner · Also a broker rep
- Nick J. CozzoneAlso a broker rep
- Stephanie N. CozzoneAlso a broker rep
- John M. Fitzgerald Jr.Also a broker rep
- Michael W. FunkAlso a broker rep
- Darren E. Nikbakhsh-TaliAlso a broker rep
- George R. VeaterAlso a broker rep
- Justin WarrenAlso a broker rep
- Paul A. WiedaChartered Financial Consultant · Also a broker rep
- Seth R. WilsonCertified Financial Planner · Also 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 Fresno
All Fresno advisors →LPL Financial LLC 79Wells Fargo Clearing Services, LLC 55Morgan Stanley 31Ameriprise Financial Services, LLC 19Merrill Lynch, Pierce, Fenner & Smith Incorporated 18Wells Fargo Advisors Financial Network, LLC 14Commonwealth Financial Network 12Principal Securities, Inc. 11Eagle Strategies LLC 10Perennial Financial Services 10RBC Capital Markets, LLC 10Charles Schwab & Co., Inc. 7
Questions
How many financial advisors does Osaic Wealth, Inc. have in Fresno?
10 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Fresno, California, according to the SEC's Investment Adviser Public Disclosure records, out of 7,287 nationwide. 2 list the CFP designation and 10 are also registered as broker representatives.
Is Osaic Wealth, Inc. one of the largest advisor employers in Fresno?
Osaic Wealth, Inc. ranks number 10 in Fresno by registered advisors; LPL Financial LLC has the most, with 79.
How do I check a Osaic Wealth, Inc. advisor in Fresno?
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.