Financial ADVSR advisor directory · SEC adviser records
Osaic Wealth, Inc. financial advisors in Woodland Hills, CA
Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in Woodland Hills, A to Z.
The short answer
10 registered advisors work at Osaic Wealth, Inc. in Woodland Hills, out of 7,287 at the firm nationwide; it ranks number 11 in the city by advisors. 0 list the CFP designation and 10 are also registered broker representatives.
Osaic Wealth, Inc. advisors in Woodland Hills, A to Z
Every Osaic Wealth, Inc. advisor →- Thomas M. DoddAlso a broker rep
- Keith G. EllenAlso a broker rep
- Manuela EllenAlso a broker rep
- Tracy L. GallagherAlso a broker rep
- Jason T. GriffinAlso a broker rep
- Thomas J. KimAlso a broker rep
- Lisa M. LyonsAlso a broker rep
- William C. PareAlso a broker rep
- Blake I. RibnickAlso a broker rep
- Eric G. ScheinbaumAlso 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 Woodland Hills
All Woodland Hills advisors →Morgan Stanley 47Wells Fargo Clearing Services, LLC 39LPL Financial LLC 23Equitable Advisors, LLC 18Merrill Lynch, Pierce, Fenner & Smith Incorporated 17Tamar Securities, LLC 15Charles Schwab & Co., Inc. 14Ameriprise Financial Services, LLC 11Raymond James Financial Services Advisors, Inc. 11Cetera Investment Advisers LLC 10Strategic Advisers LLC 10Lincoln Investment 9
Questions
How many financial advisors does Osaic Wealth, Inc. have in Woodland Hills?
10 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Woodland Hills, California, according to the SEC's Investment Adviser Public Disclosure records, out of 7,287 nationwide. 0 list the CFP designation and 10 are also registered as broker representatives.
Is Osaic Wealth, Inc. one of the largest advisor employers in Woodland Hills?
Osaic Wealth, Inc. ranks number 11 in Woodland Hills by registered advisors; Morgan Stanley has the most, with 47.
How do I check a Osaic Wealth, Inc. advisor in Woodland Hills?
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.