Financial ADVSR advisor directory · SEC adviser records
Osaic Wealth, Inc. financial advisors in Roseville, CA
Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in Roseville, A to Z.
The short answer
20 registered advisors work at Osaic Wealth, Inc. in Roseville, out of 7,289 at the firm nationwide; it ranks number 8 in the city by advisors. 6 list the CFP designation and 20 are also registered broker representatives.
Osaic Wealth, Inc. advisors in Roseville, A to Z
Every Osaic Wealth, Inc. advisor →- Reid L. AllenCertified Financial Planner · Also a broker rep
- Deron R. AllredCertified Financial Planner · Also a broker rep
- Keith R. AllredAlso a broker rep
- Christian B. BaldreeAlso a broker rep
- James G. BiasottiAlso a broker rep
- William G. CarsonAlso a broker rep
- Ron A. DaleCertified Financial Planner · Also a broker rep
- Aliah B. DiazAlso a broker rep
- John J. DonahoeAlso a broker rep
- Teri R. GlaspyAlso a broker rep
- Toan T. LeCertified Financial Planner · Also a broker rep
- Rashida LilaniCertified Financial Planner · Also a broker rep
- Cesar H. LopezAlso a broker rep
- Francois S. MarcusAlso a broker rep
- Sean K. McCabeAlso a broker rep
- Daron E. McMillanAlso a broker rep
- Janos R. MisztiAlso a broker rep
- Carter A. MorrisonAlso a broker rep
- Chandler B. StoneAlso a broker rep
- David E. StoneCertified Financial Planner, Chartered 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 Roseville
All Roseville advisors →Wells Fargo Clearing Services, LLC 63Merrill Lynch, Pierce, Fenner & Smith Incorporated 49Morgan Stanley 33Robert W. Baird & Co. Incorporated 33Ameriprise Financial Services, LLC 29LPL Financial LLC 28Strategic Advisers LLC 26Principal Securities, Inc. 19D.A. Davidson & Co. 16Cetera Investment Advisers LLC 15Eagle Strategies LLC 15Valic Financial Advisors, Inc. 15
Questions
How many financial advisors does Osaic Wealth, Inc. have in Roseville?
20 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Roseville, California, according to the SEC's Investment Adviser Public Disclosure records, out of 7,289 nationwide. 6 list the CFP designation and 20 are also registered as broker representatives.
Is Osaic Wealth, Inc. one of the largest advisor employers in Roseville?
Osaic Wealth, Inc. ranks number 8 in Roseville by registered advisors; Wells Fargo Clearing Services, LLC has the most, with 63.
How do I check a Osaic Wealth, Inc. advisor in Roseville?
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.