Financial ADVSR advisor directory · SEC adviser records
Osaic Wealth, Inc. financial advisors in Brandon, FL
Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in Brandon, A to Z.
4 registered advisors work at Osaic Wealth, Inc. in Brandon, out of 7,813 at the firm nationwide; it ranks number 5 in the city by advisors. 1 list the CFP designation and 4 are also registered broker representatives.
Osaic Wealth, Inc. advisors in Brandon, A to Z
Every Osaic Wealth, Inc. advisor →- Bryon A. HolzChartered Financial Consultant · Also a broker rep
- James D. HoughCertified Financial Planner, Chartered Financial Consultant · Also a broker rep
- George T. May IVAlso a broker rep
- Fernando P. RomeroAlso 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 331Maumee, OH 57Omaha, NE 55Raleigh, NC 53Houston, TX 49San Diego, CA 49Irvine, CA 48Melville, NY 48Honolulu, HI 47Southfield, MI 44Rochester, NY 41Overland Park, KS 40Lincoln, NE 39Wichita, KS 37Amherst, NY 33
Other firms in Brandon
All Brandon advisors →LPL Financial LLC 11Thrivent Investment Management Inc. 6Cambridge Investment Research Advisors, Inc. 5Edward Jones 4Merrill Lynch, Pierce, Fenner & Smith Incorporated 3Pfs Investments Inc. 3
Questions
How many financial advisors does Osaic Wealth, Inc. have in Brandon?
4 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Brandon, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 7,813 nationwide. 1 list the CFP designation and 4 are also registered as broker representatives.
Is Osaic Wealth, Inc. one of the largest advisor employers in Brandon?
Osaic Wealth, Inc. ranks number 5 in Brandon by registered advisors; LPL Financial LLC has the most, with 11.
How do I check a Osaic Wealth, Inc. advisor in Brandon?
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.