Financial ADVSR advisor directory · SEC adviser records
Osaic Advisory Services, LLC financial advisors in Utah
Every SEC-registered investment adviser representative at a Osaic Advisory Services, LLC office in Utah, by city and A to Z.
4 registered advisors work at Osaic Advisory Services, LLC in Utah, out of 301 nationwide; it's the firm's number 22 state by advisors, and the most are in South Jordan (2). 2 list the CFP designation and 4 are also registered broker representatives.
Osaic Advisory Services, LLC advisors by city in Utah
Every firm in Utah →Osaic Advisory Services, LLC advisors in Utah, A to Z
Search by name →- Nathan AndersonDraper
- James A. DukeAmerican Fork
- Robert I. SandbergSouth Jordan · Certified Financial Planner
- Marie SeaburySouth Jordan · Certified Financial Planner
Osaic Advisory Services, LLC advisors in every state →Osaic Advisory Services, LLC: assets, clients and custodians →Osaic news and advisor moves →Advisor Moves: who changed firms this week →
Osaic Advisory Services, LLC in other states
Georgia 72California 22Idaho 19Michigan 15Ohio 14Washington 14Colorado 12Oregon 12Texas 12Florida 11Nebraska 11New York 11Arizona 7Kentucky 6New Jersey 6Alabama 5North Carolina 5Pennsylvania 5Virginia 5Connecticut 4Maryland 4Wisconsin 4Kansas 3
Questions
How many Osaic Advisory Services, LLC financial advisors are in Utah?
4 investment adviser representatives are registered at Osaic Advisory Services, LLC offices in Utah, according to the SEC's Investment Adviser Public Disclosure records, out of 301 at the firm nationwide. 2 list the CFP designation and 4 are also registered as broker representatives.
Where in Utah does Osaic Advisory Services, LLC have the most advisors?
South Jordan, with 2, then American Fork (1). Osaic Advisory Services, LLC has advisors in 3 cities in Utah.
How do I check a Osaic Advisory Services, LLC advisor in Utah?
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 Advisory Services, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.