Financial ADVSR advisor directory · SEC adviser records
Osaic Wealth, Inc. financial advisors in Suwanee, GA
Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in Suwanee, A to Z.
6 registered advisors work at Osaic Wealth, Inc. in Suwanee, out of 7,289 at the firm nationwide; it ranks number 5 in the city by advisors. 3 list the CFP designation and 6 are also registered broker representatives.
Osaic Wealth, Inc. advisors in Suwanee, A to Z
Every Osaic Wealth, Inc. advisor →- Charles L. Frazier IIICertified Financial Planner · Also a broker rep
- Jesse M. FrazierAlso a broker rep
- Raymond J. Godleski IIICertified Financial Planner · Also a broker rep
- Warren S. McClellanAlso a broker rep
- Carole H. McNicholAlso a broker rep
- Edward F. WiseCertified Financial Planner · Also 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 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 Suwanee
All Suwanee advisors →Ameriprise Financial Services, LLC 10Cetera Investment Advisers LLC 6J.P. Morgan Securities LLC 6LPL Financial LLC 6The Lloyd Advisory Group 6Legacy Planning Advisors, LLC 5Pfs Investments Inc. 5Merrill Lynch, Pierce, Fenner & Smith Incorporated 4State Farm Investment Management Corp. 4Wells Fargo Clearing Services, LLC 4Raymond James Financial Services Advisors, Inc. 3Strategic Advisers LLC 3
Questions
How many financial advisors does Osaic Wealth, Inc. have in Suwanee?
6 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Suwanee, Georgia, 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 Suwanee?
Osaic Wealth, Inc. ranks number 5 in Suwanee by registered advisors; Ameriprise Financial Services, LLC has the most, with 10.
How do I check a Osaic Wealth, Inc. advisor in Suwanee?
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.