Financial ADVSR advisor directory · SEC adviser records
Osaic Wealth, Inc. financial advisors in Lake Charles, LA
Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in Lake Charles, A to Z.
The short answer
3 registered advisors work at Osaic Wealth, Inc. in Lake Charles, out of 7,287 at the firm nationwide; it ranks number 13 in the city by advisors. 1 list the CFP designation and 3 are also registered broker representatives.
Osaic Wealth, Inc. advisors in Lake Charles, A to Z
Every Osaic Wealth, Inc. advisor →- David B. BaggettAlso a broker rep
- Marshal D. BaggettCertified Financial Planner · Also a broker rep
- Whitney B. StewartAlso 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 Lake Charles
All Lake Charles advisors →Morgan Stanley 18Edward Jones 14State Farm Investment Management Corp. 8Wells Fargo Advisors Financial Network, LLC 8J.P. Morgan Securities LLC 6LPL Financial LLC 6Ameriprise Financial Services, LLC 4Fmp Wealth Advisers 4Merrill Lynch, Pierce, Fenner & Smith Incorporated 4Newedge Advisors 4Northwestern Mutual Investment Services, LLC 4Eagle Strategies LLC 3
Questions
How many financial advisors does Osaic Wealth, Inc. have in Lake Charles?
3 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Lake Charles, Louisiana, according to the SEC's Investment Adviser Public Disclosure records, out of 7,287 nationwide. 1 list the CFP designation and 3 are also registered as broker representatives.
Is Osaic Wealth, Inc. one of the largest advisor employers in Lake Charles?
Osaic Wealth, Inc. ranks number 13 in Lake Charles by registered advisors; Morgan Stanley has the most, with 18.
How do I check a Osaic Wealth, Inc. advisor in Lake Charles?
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.