Financial ADVSR advisor directory · SEC adviser records
Osaic Wealth, Inc. financial advisors in San Diego, CA
Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in San Diego, A to Z.
The short answer
49 registered advisors work at Osaic Wealth, Inc. in San Diego, out of 7,287 at the firm nationwide; it ranks number 16 in the city by advisors. 13 list the CFP designation and 48 are also registered broker representatives.
Osaic Wealth, Inc. advisors in San Diego, A to Z
Every Osaic Wealth, Inc. advisor →- Antar A. AbderrahmanAlso a broker rep
- Bryce R. AlvariCertified Financial Planner · Also a broker rep
- Anthony F. ArteroAlso a broker rep
- Jeffrey G. BjurstromAlso a broker rep
- Jonathan P. BoboliaAlso a broker rep
- Amanda M. BonomiCertified Financial Planner · Also a broker rep
- Dennis BrewsterAlso a broker rep
- Casey M. BroachCertified Financial Planner · Also a broker rep
- David S. BrookesAlso a broker rep
- Steven S. CannonAlso a broker rep
- Ronald R. CenicerozAlso a broker rep
- J G. CoghlanAlso a broker rep
- Judy L. CopenbargerCertified Financial Planner · Also a broker rep
- Walter L. D'SouzaAlso a broker rep
- Coley B. Davis IIIAlso a broker rep
- Jeremiah J. Doran IIIChartered Financial Consultant · Also a broker rep
- Thomas J. DrabekCertified Financial Planner · Also a broker rep
- William B. DuttonAlso a broker rep
- Peter M. FalkAlso a broker rep
- Angeli A. ForsterAlso a broker rep
- William J. FriessAlso a broker rep
- Gary L. GunningCertified Financial Planner, Chartered Financial Consultant · Also a broker rep
- Fany M. HiralesCertified Financial Planner · Also a broker rep
- Scott K. IdaAlso a broker rep
- Chris L. JalonenAlso a broker rep
- Eric JohnsonInvestment adviser rep
- Christopher J. LawesCertified Financial Planner · Also a broker rep
- Genie G. Lebay-ShortAlso a broker rep
- Kevin S. LiuAlso a broker rep
- Delon T. MansourCertified Financial Planner, Chartered Financial Consultant · Also a broker rep
- Larry K. ManuelAlso a broker rep
- Angela M. MartinAlso a broker rep
- David W. MaurerAlso a broker rep
- Brian D. McLeanAlso a broker rep
- Peter M. McMahonCertified Financial Planner · Also a broker rep
- Michael D. McQuarrieAlso a broker rep
- Christopher A. PrattCertified Financial Planner · Also a broker rep
- Steven E. SimmonsAlso a broker rep
- Susan J. SkolnikAlso a broker rep
- Corey S. SolorzanoCertified Financial Planner · Also a broker rep
- Valerie L. StanekCertified Financial Planner · Also a broker rep
- Natalie W. StenehjemAlso a broker rep
- Richard TassielloAlso a broker rep
- Ryan J. WallsAlso a broker rep
- Patrick L. WeishanAlso a broker rep
- Donald C. WilkieAlso a broker rep
- Joshua A. WillardAlso a broker rep
- Kenneth P. WongAlso a broker rep
- Kevin J. YonedaAlso 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 46Honolulu, HI 45Irvine, CA 45Southfield, MI 42Rochester, NY 40Lincoln, NE 38Overland Park, KS 38Wichita, KS 36Dallas, TX 33Amherst, NY 31
Other firms in San Diego
All San Diego advisors →LPL Financial LLC 743Wells Fargo Clearing Services, LLC 170Morgan Stanley 150Merrill Lynch, Pierce, Fenner & Smith Incorporated 131UBS Financial Services Inc. 121Strategic Advisers LLC 112Cetera Investment Advisers LLC 107J.P. Morgan Securities LLC 105Park Avenue Securities LLC 71Independent Financial Group, LLC 68Commonwealth Financial Network 62Madison Avenue Securities, LLC 60
Questions
How many financial advisors does Osaic Wealth, Inc. have in San Diego?
49 investment adviser representatives are registered at Osaic Wealth, Inc. offices in San Diego, California, according to the SEC's Investment Adviser Public Disclosure records, out of 7,287 nationwide. 13 list the CFP designation and 48 are also registered as broker representatives.
Is Osaic Wealth, Inc. one of the largest advisor employers in San Diego?
Osaic Wealth, Inc. ranks number 16 in San Diego by registered advisors; LPL Financial LLC has the most, with 743.
How do I check a Osaic Wealth, Inc. advisor in San Diego?
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.