Financial ADVSR advisor directory · SEC adviser records
Osaic Wealth, Inc. financial advisors in Lafayette, CA
Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in Lafayette, A to Z.
The short answer
16 registered advisors work at Osaic Wealth, Inc. in Lafayette, out of 7,289 at the firm nationwide; it ranks number 1 in the city by advisors. 3 list the CFP designation and 16 are also registered broker representatives.
Osaic Wealth, Inc. advisors in Lafayette, A to Z
Every Osaic Wealth, Inc. advisor →- Vince C. AffinitoAlso a broker rep
- Niraj P. BaxiChartered Financial Consultant · Also a broker rep
- Argenis Biscardi MelendezCertified Financial Planner · Also a broker rep
- Charles L. BondCertified Financial Planner · Also a broker rep
- Robert C. BowenAlso a broker rep
- Jared H. DannisAlso a broker rep
- Helen DraperAlso a broker rep
- Evelyn K. DukaAlso a broker rep
- William J. FinneganAlso a broker rep
- Maria Cecilia A. GapunuanAlso a broker rep
- Stephen Y. HsiehAlso a broker rep
- Newton O. IlawoleAlso a broker rep
- Susan L. KramerAlso a broker rep
- Marcelo Francys D. OliveiraAlso a broker rep
- Jason R. PeraCertified Financial Planner · Also a broker rep
- Cody L. RasmussenAlso 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 Lafayette
All Lafayette advisors →Dixon Financial Services 6The Mather Group, LLC 4American Investors Company 3Gebhardt Group, Inc. 3Lewis Asset Management 3Mai Capital Management, LLC 3Mosher Financial Advisors LLC 3
Questions
How many financial advisors does Osaic Wealth, Inc. have in Lafayette?
16 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Lafayette, California, according to the SEC's Investment Adviser Public Disclosure records, out of 7,289 nationwide. 3 list the CFP designation and 16 are also registered as broker representatives.
Is Osaic Wealth, Inc. one of the largest advisor employers in Lafayette?
Osaic Wealth, Inc. ranks number 1 in Lafayette by registered advisors, ahead of Dixon Financial Services (6).
How do I check a Osaic Wealth, Inc. advisor in Lafayette?
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.