Financial ADVSR advisor directory · SEC adviser records
Osaic Wealth, Inc. financial advisors in Orange, CA
Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in Orange, A to Z.
4 registered advisors work at Osaic Wealth, Inc. in Orange, out of 7,289 at the firm nationwide; it ranks number 11 in the city by advisors. 2 list the CFP designation and 4 are also registered broker representatives.
Osaic Wealth, Inc. advisors in Orange, A to Z
Every Osaic Wealth, Inc. advisor →- Daryl A. ColeCertified Financial Planner · Also a broker rep
- Amine MabsoutAlso a broker rep
- Anthony SayavongAlso a broker rep
- Jon M. SchrankCertified 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 Orange
All Orange advisors →LPL Financial LLC 27B.B. Graham & Company, Inc. 18Transamerica Financial Advisors, LLC 16LPL Enterprise, LLC 11Cetera Investment Advisers LLC 8Secura Financial 8Edward Jones 7Nwf Advisory Services Inc. 7J.P. Morgan Securities LLC 5Merrill Lynch, Pierce, Fenner & Smith Incorporated 4Strategic Advisers LLC 4Guardian Financial Partners, LLC 3
Questions
How many financial advisors does Osaic Wealth, Inc. have in Orange?
4 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Orange, California, according to the SEC's Investment Adviser Public Disclosure records, out of 7,289 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 Orange?
Osaic Wealth, Inc. ranks number 11 in Orange by registered advisors; LPL Financial LLC has the most, with 27.
How do I check a Osaic Wealth, Inc. advisor in Orange?
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.