Financial ADVSR advisor directory · SEC adviser records
Osaic Wealth, Inc. financial advisors in Oakland, CA
Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in Oakland, A to Z.
The short answer
4 registered advisors work at Osaic Wealth, Inc. in Oakland, out of 7,287 at the firm nationwide; it ranks number 12 in the city by advisors. 2 list the CFP designation and 4 are also registered broker representatives.
Osaic Wealth, Inc. advisors in Oakland, A to Z
Every Osaic Wealth, Inc. advisor →- Gregory J. HannahAlso a broker rep
- Andy S. HawkeyCertified Financial Planner · Also a broker rep
- Rory D. HendersonAlso a broker rep
- Barbara JolliffeCertified 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 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 Oakland
All Oakland advisors →Morgan Stanley 54Infinity Financial Services Advisory 23Merrill Lynch, Pierce, Fenner & Smith Incorporated 23Charles Schwab & Co., Inc. 21Liberty Wealth Management, LLC 16J.P. Morgan Securities LLC 9State Farm Investment Management Corp. 5Strategic Advisers LLC 5Valic Financial Advisors, Inc. 5Wealth Enhancement Advisory Services, LLC 5LPL Financial LLC 4Wells Fargo Clearing Services, LLC 4
Questions
How many financial advisors does Osaic Wealth, Inc. have in Oakland?
4 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Oakland, California, according to the SEC's Investment Adviser Public Disclosure records, out of 7,287 nationwide. 2 list the CFP designation and 4 are also registered as broker representatives.
Is Osaic Wealth, Inc. one of the largest advisor employers in Oakland?
Osaic Wealth, Inc. ranks number 12 in Oakland by registered advisors; Morgan Stanley has the most, with 54.
How do I check a Osaic Wealth, Inc. advisor in Oakland?
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.