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Financial ADVSR advisor directory · SEC adviser records

Osaic Wealth, Inc. financial advisors in Thousand Oaks, CA

Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in Thousand Oaks, A to Z.

The short answer

5 registered advisors work at Osaic Wealth, Inc. in Thousand Oaks, out of 7,289 at the firm nationwide; it ranks number 8 in the city by advisors. 0 list the CFP designation and 5 are also registered broker representatives.

Osaic Wealth, Inc. advisors in Thousand Oaks, A to Z

Every Osaic Wealth, Inc. advisor →

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 Thousand Oaks

All Thousand Oaks advisors →

Strategic Advisers LLC 17Transamerica Financial Advisors, LLC 12LPL Financial LLC 9Charles Schwab & Co., Inc. 8Thrivent Investment Management Inc. 6Ameriprise Financial Services, LLC 5Hillcrest Financial Group 5Ibn Asset Management, LLC 4Edward Jones 3Forum Financial Management, LP 3Hofer & Associates Wealth Management 3Pacific Financial Strategies, Inc. 3

Questions

How many financial advisors does Osaic Wealth, Inc. have in Thousand Oaks?

5 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Thousand Oaks, California, according to the SEC's Investment Adviser Public Disclosure records, out of 7,289 nationwide. 0 list the CFP designation and 5 are also registered as broker representatives.

Is Osaic Wealth, Inc. one of the largest advisor employers in Thousand Oaks?

Osaic Wealth, Inc. ranks number 8 in Thousand Oaks by registered advisors; Strategic Advisers LLC has the most, with 17.

How do I check a Osaic Wealth, Inc. advisor in Thousand Oaks?

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.