Financial ADVSR advisor directory · SEC adviser records
Osaic Wealth, Inc. financial advisors in Alpharetta, GA
Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in Alpharetta, A to Z.
The short answer
13 registered advisors work at Osaic Wealth, Inc. in Alpharetta, out of 7,287 at the firm nationwide; it ranks number 17 in the city by advisors. 3 list the CFP designation and 13 are also registered broker representatives.
Osaic Wealth, Inc. advisors in Alpharetta, A to Z
Every Osaic Wealth, Inc. advisor →- Steven C. BaardonAlso a broker rep
- John BallonAlso a broker rep
- James J. BizzarroAlso a broker rep
- Joshua BrownAlso a broker rep
- Anthony ChenAlso a broker rep
- Stephen A. KilpatrickCertified Financial Planner · Also a broker rep
- Joseph J. LeignerAlso a broker rep
- Bill S. PinkertonChartered Financial Consultant · Also a broker rep
- Richard M. PooreAlso a broker rep
- Herman T. Thompson Jr.Certified Financial Planner, Chartered Financial Consultant · Also a broker rep
- Richard K. WaltersAlso a broker rep
- John W. White Jr.Certified Financial Planner · Also a broker rep
- Mark J. WidlowskiAlso 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 291Maumee, OH 54Omaha, NE 53Raleigh, NC 51Houston, TX 47Melville, NY 46San Diego, CA 46Honolulu, HI 45Irvine, CA 45Southfield, MI 42Rochester, NY 40Lincoln, NE 38Overland Park, KS 38Wichita, KS 36Dallas, TX 33
Other firms in Alpharetta
All Alpharetta advisors →Morgan Stanley 284Merit Financial Advisors 127Merrill Lynch, Pierce, Fenner & Smith Incorporated 84LPL Financial LLC 29Wells Fargo Clearing Services, LLC 29Transamerica Financial Advisors, LLC 28Ameriprise Financial Services, LLC 27Gibbs Wealth Management, LLC 27Raymond James & Associates, Inc. 24Strategic Advisers LLC 23Truist Advisory Services, Inc. 22UBS Financial Services Inc. 16
Questions
How many financial advisors does Osaic Wealth, Inc. have in Alpharetta?
13 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Alpharetta, Georgia, according to the SEC's Investment Adviser Public Disclosure records, out of 7,287 nationwide. 3 list the CFP designation and 13 are also registered as broker representatives.
Is Osaic Wealth, Inc. one of the largest advisor employers in Alpharetta?
Osaic Wealth, Inc. ranks number 17 in Alpharetta by registered advisors; Morgan Stanley has the most, with 284.
How do I check a Osaic Wealth, Inc. advisor in Alpharetta?
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.