Financial ADVSR advisor directory · SEC adviser records
Osaic Wealth, Inc. financial advisors in Huntington Beach, CA
Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in Huntington Beach, A to Z.
The short answer
4 registered advisors work at Osaic Wealth, Inc. in Huntington Beach, out of 7,287 at the firm nationwide; it ranks number 9 in the city by advisors. 2 list the CFP designation and 4 are also registered broker representatives.
Osaic Wealth, Inc. advisors in Huntington Beach, A to Z
Every Osaic Wealth, Inc. advisor →- Michael A. DaranyCertified Financial Planner · Also a broker rep
- Benedicto C. Santiago Jr.Also a broker rep
- Travis K. WassonCertified Financial Planner · Also a broker rep
- John M. WisenbakerAlso 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 Huntington Beach
All Huntington Beach advisors →LPL Financial LLC 30J.P. Morgan Securities LLC 15Strategic Advisers LLC 11Edward Jones 10Merrill Lynch, Pierce, Fenner & Smith Incorporated 6State Farm Investment Management Corp. 5Thrivent Investment Management Inc. 5Cetera Investment Advisers LLC 4U.S. Bancorp Advisors, LLC 4Ameriprise Financial Services, LLC 3Centaurus Financial, Inc. 3Pfs Investments Inc. 3
Questions
How many financial advisors does Osaic Wealth, Inc. have in Huntington Beach?
4 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Huntington Beach, California, according to the SEC's Investment Adviser Public Disclosure records, out of 7,287 nationwide. 2 list the CFP designation and 4 are also registered as broker representatives.
Is Osaic Wealth, Inc. one of the largest advisor employers in Huntington Beach?
Osaic Wealth, Inc. ranks number 9 in Huntington Beach by registered advisors; LPL Financial LLC has the most, with 30.
How do I check a Osaic Wealth, Inc. advisor in Huntington Beach?
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.