Financial ADVSR advisor directory · SEC adviser records
Osaic Wealth, Inc. financial advisors in Los Alamitos, CA
Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in Los Alamitos, A to Z.
The short answer
4 registered advisors work at Osaic Wealth, Inc. in Los Alamitos, out of 7,287 at the firm nationwide; it ranks number 4 in the city by advisors. 0 list the CFP designation and 4 are also registered broker representatives.
Osaic Wealth, Inc. advisors in Los Alamitos, A to Z
Every Osaic Wealth, Inc. advisor →- Michael A. DollinsAlso a broker rep
- Dean A. HolmesAlso a broker rep
- Shawn M. LouisAlso a broker rep
- Thomas L. McKenzie IIIAlso 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 291Maumee, OH 54Omaha, NE 53Raleigh, NC 51Houston, TX 47Melville, NY 46San Diego, CA 46Honolulu, HI 45Irvine, CA 45Southfield, MI 42Rochester, NY 40Lincoln, NE 38Overland Park, KS 38Wichita, KS 36Dallas, TX 33
Other firms in Los Alamitos
All Los Alamitos advisors →LPL Financial LLC 9Asset Planning, Inc. 5Fhwv Financial LLC 4
Questions
How many financial advisors does Osaic Wealth, Inc. have in Los Alamitos?
4 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Los Alamitos, California, according to the SEC's Investment Adviser Public Disclosure records, out of 7,287 nationwide. 0 list the CFP designation and 4 are also registered as broker representatives.
Is Osaic Wealth, Inc. one of the largest advisor employers in Los Alamitos?
Osaic Wealth, Inc. ranks number 4 in Los Alamitos by registered advisors; LPL Financial LLC has the most, with 9.
How do I check a Osaic Wealth, Inc. advisor in Los Alamitos?
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.