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Financial ADVSR advisor directory · SEC adviser records

Osaic Wealth, Inc. financial advisors in North Carolina

Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in North Carolina, by city and A to Z.

The short answer

174 registered advisors work at Osaic Wealth, Inc. in North Carolina, out of 7,287 nationwide; it's the firm's number 13 state by advisors, and the most are in Raleigh (51). 41 list the CFP designation and 174 are also registered broker representatives.

Osaic Wealth, Inc. advisors by city in North Carolina

Every firm in North Carolina →

Raleigh 51Charlotte 25Greensboro 11Cary 8Fayetteville 4Huntersville 4Morrisville 4Statesville 4Wake Forest 4Wilmington 4Cornelius 3Gastonia 3North Wilkesboro 3Apex 2Chapel Hill 2Durham 2High Point 2Jacksonville 2Mooresville 2Morganton 2Mount Olive 2New Bern 2Waynesville 2Winston Salem 2Asheville 1Belmont 1Boone 1Carolina Shores 1Carrboro 1Chappel Hill 1Clayton 1Concord 1Fuquay Varina 1Garner 1Glade Valley 1Hendersonville 1Hickory 1Holly Springs 1Lincolnton 1Ocean Isle Beach 1Oriental 1Pittsboro 1Point Harbor 1Salisbury 1

Osaic Wealth, Inc. advisors in North Carolina, A to Z

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Osaic Wealth, Inc. advisors in every state →Osaic Wealth, Inc.: assets, clients and custodians →Osaic news and advisor moves →Advisor Moves: who changed firms this week →

Osaic Wealth, Inc. in other states

California 820New York 619Florida 452Texas 380Arizona 363Ohio 315Pennsylvania 312Wisconsin 300Minnesota 292Michigan 278Illinois 237New Jersey 225Massachusetts 153Virginia 153Indiana 148Maryland 143Georgia 139Nebraska 136Tennessee 121Iowa 116Missouri 116Washington 112Colorado 109Kansas 98Connecticut 91Oregon 85South Carolina 71Oklahoma 66Alabama 65Kentucky 61Louisiana 57Utah 56Hawaii 55Montana 44North Dakota 39South Dakota 38Idaho 32New Hampshire 32Delaware 29Rhode Island 23Nevada 21West Virginia 18Mississippi 16Arkansas 15New Mexico 15Alaska 11Wyoming 11Maine 10Vermont 6

Questions

How many Osaic Wealth, Inc. financial advisors are in North Carolina?

174 investment adviser representatives are registered at Osaic Wealth, Inc. offices in North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 7,287 at the firm nationwide. 41 list the CFP designation and 174 are also registered as broker representatives.

Where in North Carolina does Osaic Wealth, Inc. have the most advisors?

Raleigh, with 51, then Charlotte (25). Osaic Wealth, Inc. has advisors in 44 cities in North Carolina.

How do I check a Osaic Wealth, Inc. advisor in North Carolina?

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.