Financial ADVSR advisor directory · SEC adviser records
Osaic Wealth, Inc. financial advisors in La Jolla, CA
Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in La Jolla, A to Z.
The short answer
11 registered advisors work at Osaic Wealth, Inc. in La Jolla, out of 7,289 at the firm nationwide; it ranks number 9 in the city by advisors. 0 list the CFP designation and 11 are also registered broker representatives.
Osaic Wealth, Inc. advisors in La Jolla, A to Z
Every Osaic Wealth, Inc. advisor →- Kevin N. BerenzweigAlso a broker rep
- Amber DebartoloAlso a broker rep
- Diana L. HoogendoornAlso a broker rep
- Maureen T. HuttelAlso a broker rep
- Ethan LagasseAlso a broker rep
- Lori L. LinAlso a broker rep
- Art J. ParryAlso a broker rep
- Richard P. RojeckAlso a broker rep
- Aaron SchegAlso a broker rep
- Mary F. SekiAlso a broker rep
- Michael E. ZeiterAlso 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 La Jolla
All La Jolla advisors →Morgan Stanley 67Merrill Lynch, Pierce, Fenner & Smith Incorporated 49Alphacore Capital LLC 43Wells Fargo Clearing Services, LLC 40UBS Financial Services Inc. 36LPL Financial LLC 25Charles Schwab & Co., Inc. 16Brandes Investment Partners, LP 14Integrated Wealth Concepts LLC 10J.P. Morgan Securities LLC 9Wells Fargo Advisors Financial Network, LLC 9Private Portfolio, Inc. 8
Questions
How many financial advisors does Osaic Wealth, Inc. have in La Jolla?
11 investment adviser representatives are registered at Osaic Wealth, Inc. offices in La Jolla, California, according to the SEC's Investment Adviser Public Disclosure records, out of 7,289 nationwide. 0 list the CFP designation and 11 are also registered as broker representatives.
Is Osaic Wealth, Inc. one of the largest advisor employers in La Jolla?
Osaic Wealth, Inc. ranks number 9 in La Jolla by registered advisors; Morgan Stanley has the most, with 67.
How do I check a Osaic Wealth, Inc. advisor in La Jolla?
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.