Financial ADVSR advisor directory · SEC adviser records
Osaic Wealth, Inc. financial advisors in Long Beach, CA
Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in Long Beach, A to Z.
The short answer
5 registered advisors work at Osaic Wealth, Inc. in Long Beach, out of 7,289 at the firm nationwide; it ranks number 14 in the city by advisors. 2 list the CFP designation and 5 are also registered broker representatives.
Osaic Wealth, Inc. advisors in Long Beach, A to Z
Every Osaic Wealth, Inc. advisor →- Karen R. CodmanAlso a broker rep
- Heather L. HackettCertified Financial Planner · Also a broker rep
- David IstiAlso a broker rep
- Amber N. ReamsAlso a broker rep
- James E. Townes IICertified Financial Planner · Also 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 Long Beach
All Long Beach advisors →Morgan Stanley 79Halbert Hargrove 38LPL Financial LLC 27Wells Fargo Advisors Financial Network, LLC 19Clg LLC 15J.P. Morgan Securities LLC 14Ameriprise Financial Services, LLC 13Edward Jones 11Strategic Advisers LLC 11Cetera Investment Advisers LLC 6Crux Wealth Advisors 5Integrated Wealth Concepts LLC 5
Questions
How many financial advisors does Osaic Wealth, Inc. have in Long Beach?
5 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Long Beach, California, according to the SEC's Investment Adviser Public Disclosure records, out of 7,289 nationwide. 2 list the CFP designation and 5 are also registered as broker representatives.
Is Osaic Wealth, Inc. one of the largest advisor employers in Long Beach?
Osaic Wealth, Inc. ranks number 14 in Long Beach by registered advisors; Morgan Stanley has the most, with 79.
How do I check a Osaic Wealth, Inc. advisor in Long 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.