Financial ADVSR advisor directory · SEC adviser records
Osaic Wealth, Inc. financial advisors in Boulder, CO
Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in Boulder, A to Z.
3 registered advisors work at Osaic Wealth, Inc. in Boulder, out of 7,289 at the firm nationwide; it ranks number 35 in the city by advisors. 1 list the CFP designation and 3 are also registered broker representatives.
Osaic Wealth, Inc. advisors in Boulder, A to Z
Every Osaic Wealth, Inc. advisor →- Mark F. ParcellsAlso a broker rep
- Ali M. TernanCertified Financial Planner · Also a broker rep
- Keaton M. ZavisAlso 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 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 Boulder
All Boulder advisors →Wells Fargo Clearing Services, LLC 47Merrill Lynch, Pierce, Fenner & Smith Incorporated 40LPL Financial LLC 29Morgan Stanley 18UBS Financial Services Inc. 17Bsw Wealth Partners 15Wells Fargo Advisors Financial Network, LLC 15Raymond James & Associates, Inc. 14Pathstone 12J.P. Morgan Securities LLC 11Charles Schwab & Co., Inc. 10Ameriprise Financial Services, LLC 9
Questions
How many financial advisors does Osaic Wealth, Inc. have in Boulder?
3 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Boulder, Colorado, according to the SEC's Investment Adviser Public Disclosure records, out of 7,289 nationwide. 1 list the CFP designation and 3 are also registered as broker representatives.
Is Osaic Wealth, Inc. one of the largest advisor employers in Boulder?
Osaic Wealth, Inc. ranks number 35 in Boulder by registered advisors; Wells Fargo Clearing Services, LLC has the most, with 47.
How do I check a Osaic Wealth, Inc. advisor in Boulder?
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.