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Financial ADVSR advisor directory · SEC adviser records

Osaic Wealth, Inc. financial advisors in Walnut Creek, CA

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

The short answer

15 registered advisors work at Osaic Wealth, Inc. in Walnut Creek, out of 7,287 at the firm nationwide; it ranks number 17 in the city by advisors. 3 list the CFP designation and 15 are also registered broker representatives.

Osaic Wealth, Inc. advisors in Walnut Creek, 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 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 Walnut Creek

All Walnut Creek advisors →

Wells Fargo Clearing Services, LLC 128Morgan Stanley 100Merrill Lynch, Pierce, Fenner & Smith Incorporated 83UBS Financial Services Inc. 57Strategic Advisers LLC 40Ameriprise Financial Services, LLC 35J.P. Morgan Securities LLC 35LPL Financial LLC 30Destination Wealth Management 27Earned Wealth Advisors, LLC 27Charles Schwab & Co., Inc. 24MML Investors Services, LLC 23

Questions

How many financial advisors does Osaic Wealth, Inc. have in Walnut Creek?

15 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Walnut Creek, California, according to the SEC's Investment Adviser Public Disclosure records, out of 7,287 nationwide. 3 list the CFP designation and 15 are also registered as broker representatives.

Is Osaic Wealth, Inc. one of the largest advisor employers in Walnut Creek?

Osaic Wealth, Inc. ranks number 17 in Walnut Creek by registered advisors; Wells Fargo Clearing Services, LLC has the most, with 128.

How do I check a Osaic Wealth, Inc. advisor in Walnut Creek?

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.