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Financial ADVSR advisor directory · SEC adviser records

Osaic Wealth, Inc. financial advisors in Lexington, KY

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

The short answer

13 registered advisors work at Osaic Wealth, Inc. in Lexington, out of 7,287 at the firm nationwide; it ranks number 14 in the city by advisors. 1 list the CFP designation and 12 are also registered broker representatives.

Osaic Wealth, Inc. advisors in Lexington, 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 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 Lexington

All Lexington advisors →

Robert W. Baird & Co. Incorporated 38LPL Financial LLC 37Meridian Wealth Management, LLC 35Merrill Lynch, Pierce, Fenner & Smith Incorporated 30Keystone Financial Group, LLC 24Raymond James Financial Services Advisors, Inc. 24Edward Jones 21McF Advisors, LLC 19J.P. Morgan Securities LLC 17Raymond James & Associates, Inc. 17Morgan Stanley 16Strategic Advisers LLC 15

Questions

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

13 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Lexington, Kentucky, according to the SEC's Investment Adviser Public Disclosure records, out of 7,287 nationwide. 1 list the CFP designation and 12 are also registered as broker representatives.

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

Osaic Wealth, Inc. ranks number 14 in Lexington by registered advisors; Robert W. Baird & Co. Incorporated has the most, with 38.

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

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.