Financial ADVSR advisor directory · SEC adviser records
Osaic Advisory Services, LLC financial advisors in Washington
Every SEC-registered investment adviser representative at a Osaic Advisory Services, LLC office in Washington, by city and A to Z.
14 registered advisors work at Osaic Advisory Services, LLC in Washington, out of 301 nationwide; it's the firm's number 6 state by advisors, and the most are in Spokane (3). 5 list the CFP designation and 13 are also registered broker representatives.
Osaic Advisory Services, LLC advisors by city in Washington
Every firm in Washington →Spokane 3Kirkland 2Maple Valley 2East Wenatchee 1Edmonds 1Malaga 1Sequim 1Steilacoom 1Vashon Island 1Walla Walla 1
Osaic Advisory Services, LLC advisors in Washington, A to Z
Search by name →- James E. BellSpokane
- Nathan L. EnzianVashon Island
- Lloyd J. GalbraithEdmonds · Certified Financial Planner
- Marissa H. HammerstromMalaga · Certified Financial Planner
- Kurt D. JonsonKirkland · Certified Financial Planner
- Dean S. McKenzieSpokane
- Chris D. MorinSpokane
- Bryce N. NiemiMaple Valley · Certified Financial Planner
- Mark C. NiemiMaple Valley
- Derek ParsonsKirkland
- Lisa H. PiersonSequim
- John F. PittsSteilacoom
- Austin B. ScottEast Wenatchee · Certified Financial Planner
- Andre C. SelfaWalla Walla
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 14Colorado 12Oregon 12Texas 12Florida 11Nebraska 11New York 11Arizona 7Kentucky 6New Jersey 6Alabama 5North Carolina 5Pennsylvania 5Virginia 5Connecticut 4Maryland 4Utah 4Wisconsin 4Kansas 3
Questions
How many Osaic Advisory Services, LLC financial advisors are in Washington?
14 investment adviser representatives are registered at Osaic Advisory Services, LLC offices in Washington, according to the SEC's Investment Adviser Public Disclosure records, out of 301 at the firm nationwide. 5 list the CFP designation and 13 are also registered as broker representatives.
Where in Washington does Osaic Advisory Services, LLC have the most advisors?
Spokane, with 3, then Kirkland (2). Osaic Advisory Services, LLC has advisors in 10 cities in Washington.
How do I check a Osaic Advisory Services, LLC advisor in Washington?
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.