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Financial ADVSR advisor directory · SEC adviser records

Osaic Wealth, Inc. financial advisors in Punta Gorda, FL

Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in Punta Gorda, A to Z.

7 registered advisors work at Osaic Wealth, Inc. in Punta Gorda, out of 7,289 at the firm nationwide; it ranks number 3 in the city by advisors. 3 list the CFP designation and 6 are also registered broker representatives.

Osaic Wealth, Inc. advisors in Punta Gorda, A to Z

Every Osaic Wealth, Inc. advisor →

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 Punta Gorda

All Punta Gorda advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 17Edward Jones 10Morgan Stanley 6Wells Fargo Clearing Services, LLC 5Cetera Investment Advisers LLC 4LPL Financial LLC 4Hightower Advisors, LLC 3Wells Fargo Advisors Financial Network, LLC 3

Questions

How many financial advisors does Osaic Wealth, Inc. have in Punta Gorda?

7 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Punta Gorda, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 7,289 nationwide. 3 list the CFP designation and 6 are also registered as broker representatives.

Is Osaic Wealth, Inc. one of the largest advisor employers in Punta Gorda?

Osaic Wealth, Inc. ranks number 3 in Punta Gorda by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 17.

How do I check a Osaic Wealth, Inc. advisor in Punta Gorda?

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.