Financial ADVSR advisor directory · SEC adviser records
Osaic Wealth, Inc. financial advisors in Sacramento, CA
Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in Sacramento, A to Z.
The short answer
29 registered advisors work at Osaic Wealth, Inc. in Sacramento, out of 7,287 at the firm nationwide; it ranks number 7 in the city by advisors. 5 list the CFP designation and 29 are also registered broker representatives.
Osaic Wealth, Inc. advisors in Sacramento, A to Z
Every Osaic Wealth, Inc. advisor →- Richard K. AllisonAlso a broker rep
- Julie A. BellesAlso a broker rep
- Parker BooneAlso a broker rep
- Francis M. CockrellCertified Financial Planner · Also a broker rep
- John G. FletcherAlso a broker rep
- Nancy W. FletcherAlso a broker rep
- Kristen HaydonAlso a broker rep
- Michael T. JeterCertified Financial Planner · Also a broker rep
- Kelly I. JordanAlso a broker rep
- Jay H. KimAlso a broker rep
- Jace KoehnAlso a broker rep
- Juan S. Lara-TurnerAlso a broker rep
- Kenneth A. LeonardiniAlso a broker rep
- Jeff R. MaasCertified Financial Planner, Chartered Financial Consultant · Also a broker rep
- Aryan ManchandaAlso a broker rep
- Deanna O. MartinsAlso a broker rep
- Reed T. MatskoAlso a broker rep
- Myles M. MaxeyCertified Financial Planner · Also a broker rep
- Neil A. RichardsAlso a broker rep
- Rosalinda C. RobertsAlso a broker rep
- Donald C. RogersAlso a broker rep
- John V. SignorottiCertified Financial Planner, Chartered Financial Consultant · Also a broker rep
- Wornel L. SimpsonAlso a broker rep
- K. G. SmithAlso a broker rep
- Kyle G. SmithAlso a broker rep
- Kevin M. ThelenAlso a broker rep
- Jake R. WilsonAlso a broker rep
- Kevin P. WongAlso a broker rep
- Philip J. WoodlandAlso 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 Sacramento
All Sacramento advisors →Wells Fargo Clearing Services, LLC 51Merrill Lynch, Pierce, Fenner & Smith Incorporated 49Allworth Financial, L.P. 44LPL Financial LLC 43Morgan Stanley 40Strategic Advisers LLC 35Charles Schwab & Co., Inc. 19Captrust 17Ameriprise Financial Services, LLC 14Edward Jones 14UBS Financial Services Inc. 13J.P. Morgan Securities LLC 12
Questions
How many financial advisors does Osaic Wealth, Inc. have in Sacramento?
29 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Sacramento, California, according to the SEC's Investment Adviser Public Disclosure records, out of 7,287 nationwide. 5 list the CFP designation and 29 are also registered as broker representatives.
Is Osaic Wealth, Inc. one of the largest advisor employers in Sacramento?
Osaic Wealth, Inc. ranks number 7 in Sacramento by registered advisors; Wells Fargo Clearing Services, LLC has the most, with 51.
How do I check a Osaic Wealth, Inc. advisor in Sacramento?
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.