Financial ADVSR advisor directory · SEC adviser records
Osaic Wealth, Inc. financial advisors in Fullerton, CA
Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in Fullerton, A to Z.
The short answer
3 registered advisors work at Osaic Wealth, Inc. in Fullerton, out of 7,289 at the firm nationwide; it ranks number 11 in the city by advisors. 2 list the CFP designation and 3 are also registered broker representatives.
Osaic Wealth, Inc. advisors in Fullerton, A to Z
Every Osaic Wealth, Inc. advisor →- Jeanette M. CastilloAlso a broker rep
- Heather L. HackettCertified Financial Planner · Also a broker rep
- James E. MillerCertified Financial Planner, Chartered Financial Consultant · 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 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 Fullerton
All Fullerton advisors →Cetera Investment Advisers LLC 13Eclectic Associates, Inc. 9LPL Financial LLC 8J.P. Morgan Securities LLC 4The Ameriflex Group 4Transamerica Financial Advisors, LLC 4U.S. Bancorp Advisors, LLC 4Crane & Associates Wealth Management 3Mariner 3Merrill Lynch, Pierce, Fenner & Smith Incorporated 3
Questions
How many financial advisors does Osaic Wealth, Inc. have in Fullerton?
3 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Fullerton, California, according to the SEC's Investment Adviser Public Disclosure records, out of 7,289 nationwide. 2 list the CFP designation and 3 are also registered as broker representatives.
Is Osaic Wealth, Inc. one of the largest advisor employers in Fullerton?
Osaic Wealth, Inc. ranks number 11 in Fullerton by registered advisors; Cetera Investment Advisers LLC has the most, with 13.
How do I check a Osaic Wealth, Inc. advisor in Fullerton?
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.