Financial ADVSR advisor directory · SEC adviser records
Osaic Wealth, Inc. financial advisors in Livermore, CA
Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in Livermore, A to Z.
The short answer
6 registered advisors work at Osaic Wealth, Inc. in Livermore, out of 7,289 at the firm nationwide; it ranks number 4 in the city by advisors. 3 list the CFP designation and 6 are also registered broker representatives.
Osaic Wealth, Inc. advisors in Livermore, A to Z
Every Osaic Wealth, Inc. advisor →- Alan R. CrosbyCertified Financial Planner · Also a broker rep
- Kenneth L. DammelAlso a broker rep
- Lisa S. LagorioCertified Financial Planner · Also a broker rep
- Natalie A. LeiningerCertified Financial Planner · Also a broker rep
- Javier D. PerezChartered Financial Consultant · Also a broker rep
- Alexander D. WinterAlso 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 Livermore
All Livermore advisors →Cetera Investment Advisers LLC 17State Farm Investment Management Corp. 8Merrill Lynch, Pierce, Fenner & Smith Incorporated 7Edward Jones 4Strategic Advisers LLC 4
Questions
How many financial advisors does Osaic Wealth, Inc. have in Livermore?
6 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Livermore, California, according to the SEC's Investment Adviser Public Disclosure records, out of 7,289 nationwide. 3 list the CFP designation and 6 are also registered as broker representatives.
Is Osaic Wealth, Inc. one of the largest advisor employers in Livermore?
Osaic Wealth, Inc. ranks number 4 in Livermore by registered advisors; Cetera Investment Advisers LLC has the most, with 17.
How do I check a Osaic Wealth, Inc. advisor in Livermore?
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.