Financial ADVSR advisor directory · SEC adviser records
Osaic Wealth, Inc. financial advisors in Irvine, CA
Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in Irvine, A to Z.
The short answer
45 registered advisors work at Osaic Wealth, Inc. in Irvine, out of 7,289 at the firm nationwide; it ranks number 8 in the city by advisors. 8 list the CFP designation and 45 are also registered broker representatives.
Osaic Wealth, Inc. advisors in Irvine, A to Z
Every Osaic Wealth, Inc. advisor →- Jacob W. AguileraAlso a broker rep
- John J. AguileraCertified Financial Planner · Also a broker rep
- Dalia BadajosAlso a broker rep
- Jake A. BobergAlso a broker rep
- James V. BogdanAlso a broker rep
- Jeffrey K. BogdanAlso a broker rep
- Jeffrey J. ChengAlso a broker rep
- Anthony J. CocoAlso a broker rep
- Cole D. DimarcoAlso a broker rep
- Braham J. DuncanAlso a broker rep
- Jaden G. DuncanAlso a broker rep
- Scott R. ElardoAlso a broker rep
- Mark D. EllmanAlso a broker rep
- Monte E. FitchCertified Financial Planner · Also a broker rep
- Donald E. GarciaAlso a broker rep
- Oswaldo GomezAlso a broker rep
- Christopher M. GorhamAlso a broker rep
- Katelyn E. HiddeAlso a broker rep
- Andy K. HoangAlso a broker rep
- Dean A. HolmesAlso a broker rep
- Habib M. IskanderAlso a broker rep
- James W. KarnesAlso a broker rep
- Kristin A. KenyonAlso a broker rep
- Daniel J. KoblinAlso a broker rep
- Thomas D. KrebsAlso a broker rep
- Grant M. LockwoodAlso a broker rep
- Michael D. LockwoodAlso a broker rep
- Nicholas A. LockwoodAlso a broker rep
- Richard K. MacbarronCertified Financial Planner, Chartered Financial Consultant · Also a broker rep
- Matthew T. ManskarAlso a broker rep
- Angela Marcel-GavinAlso a broker rep
- Junette S. McCarthyCertified Financial Planner · Also a broker rep
- Kishore M. MirchandaniAlso a broker rep
- Christopher RobertsonAlso a broker rep
- Peter B. RobertsonChartered Financial Consultant · Also a broker rep
- Stephanie RobsonCertified Financial Planner · Also a broker rep
- Juan F. SarmientoAlso a broker rep
- Jerome L. SchmittCertified Financial Planner · Also a broker rep
- John F. StokesAlso a broker rep
- Jeorjia D. SunCertified Financial Planner · Also a broker rep
- Stacie TanakaChartered Financial Consultant · Also a broker rep
- David E. TeperAlso a broker rep
- Paul W. VannChartered Financial Consultant · Also a broker rep
- Kaiping K. WuCertified Financial Planner, Chartered Financial Consultant · Also a broker rep
- Samuel L. YengoAlso 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 47Honolulu, HI 43Rochester, NY 40Lincoln, NE 39Overland Park, KS 37Southfield, MI 37Wichita, KS 36Melville, NY 35Dallas, TX 33Chicago, IL 32
Other firms in Irvine
All Irvine advisors →J.P. Morgan Securities LLC 191Wells Fargo Clearing Services, LLC 136Morgan Stanley 102Merrill Lynch, Pierce, Fenner & Smith Incorporated 65LPL Financial LLC 61LPL Enterprise, LLC 59Equitable Advisors, LLC 46Cooper McManus 32UBS Financial Services Inc. 31Strategic Advisers LLC 30Charles Schwab & Co., Inc. 27Park Avenue Securities LLC 26
Questions
How many financial advisors does Osaic Wealth, Inc. have in Irvine?
45 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Irvine, California, according to the SEC's Investment Adviser Public Disclosure records, out of 7,289 nationwide. 8 list the CFP designation and 45 are also registered as broker representatives.
Is Osaic Wealth, Inc. one of the largest advisor employers in Irvine?
Osaic Wealth, Inc. ranks number 8 in Irvine by registered advisors; J.P. Morgan Securities LLC has the most, with 191.
How do I check a Osaic Wealth, Inc. advisor in Irvine?
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.