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Financial ADVSR advisor directory · SEC adviser records

Osaic Advisory Services, LLC financial advisors in Meridian, ID

Every SEC-registered investment adviser representative at a Osaic Advisory Services, LLC office in Meridian, A to Z.

The short answer

6 registered advisors work at Osaic Advisory Services, LLC in Meridian, out of 301 at the firm nationwide; it ranks number 10 in the city by advisors. 0 list the CFP designation and 6 are also registered broker representatives.

Osaic Advisory Services, LLC advisors in Meridian, A to Z

Every Osaic Advisory Services, LLC advisor →

Osaic Advisory Services, LLC advisors in every city and state →Osaic Advisory Services, LLC: assets, clients and custodians →Osaic news and advisor moves →Advisor Moves: who changed firms this week →

Osaic Advisory Services, LLC advisors in other cities

Atlanta, GA 71Omaha, NE 11Mayfield Hts, OH 9Pocatello, ID 7Colorado Springs, CO 6Frankfort, KY 6Scottsdale, AZ 6Bloomfield Hills, MI 5Houston, TX 5Auburn, AL 4Manasquan, NJ 4San Diego, CA 4The Woodlands, TX 4Windsor, CT 4Appleton, WI 3

Other firms in Meridian

All Meridian advisors →

Inspire Advisors, LLC 35Edward Jones 24LPL Financial LLC 23Pfs Investments Inc. 16Inspire Investing, LLC 10Desert Rose Capital Management, Inc. 8Strategic Advisers LLC 8Treasure Valley Financial Planning 8Cetera Investment Advisers LLC 7Cambridge Investment Research Advisors, Inc. 5Clear Creek Financial Management, LLC 5Doceo Wealth, LLC 5

Questions

How many financial advisors does Osaic Advisory Services, LLC have in Meridian?

6 investment adviser representatives are registered at Osaic Advisory Services, LLC offices in Meridian, Idaho, according to the SEC's Investment Adviser Public Disclosure records, out of 301 nationwide. 0 list the CFP designation and 6 are also registered as broker representatives.

Is Osaic Advisory Services, LLC one of the largest advisor employers in Meridian?

Osaic Advisory Services, LLC ranks number 10 in Meridian by registered advisors; Inspire Advisors, LLC has the most, with 35.

How do I check a Osaic Advisory Services, LLC advisor in Meridian?

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 Advisory Services, LLC 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.