Financial ADVSR advisor directory · SEC adviser records
Osaic Wealth, Inc. financial advisors in Novato, CA
Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in Novato, A to Z.
The short answer
6 registered advisors work at Osaic Wealth, Inc. in Novato, out of 7,289 at the firm nationwide; it ranks number 2 in the city by advisors. 2 list the CFP designation and 6 are also registered broker representatives.
Osaic Wealth, Inc. advisors in Novato, A to Z
Every Osaic Wealth, Inc. advisor →- Geoffrey C. AdenAlso a broker rep
- Shawn CampasCertified Financial Planner · Also a broker rep
- Aaron M. CooperbandAlso a broker rep
- Frank R. Lavin IICertified Financial Planner · Also a broker rep
- Thupten S. NamgyalAlso a broker rep
- John A. ReuscherChartered Financial Consultant · 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 Novato
All Novato advisors →LPL Financial LLC 15Strategic Advisers LLC 5Wells Fargo Clearing Services, LLC 5Alpha Wealth Management And Planning LLC 4Edward Jones 4J.P. Morgan Securities LLC 4Wealth Enhancement Advisory Services, LLC 3
Questions
How many financial advisors does Osaic Wealth, Inc. have in Novato?
6 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Novato, California, according to the SEC's Investment Adviser Public Disclosure records, out of 7,289 nationwide. 2 list the CFP designation and 6 are also registered as broker representatives.
Is Osaic Wealth, Inc. one of the largest advisor employers in Novato?
Osaic Wealth, Inc. ranks number 2 in Novato by registered advisors; LPL Financial LLC has the most, with 15.
How do I check a Osaic Wealth, Inc. advisor in Novato?
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.