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Financial ADVSR advisor directory · SEC adviser records

Osaic Wealth, Inc. financial advisors in Billings, MT

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

The short answer

8 registered advisors work at Osaic Wealth, Inc. in Billings, out of 7,287 at the firm nationwide; it ranks number 11 in the city by advisors. 1 list the CFP designation and 8 are also registered broker representatives.

Osaic Wealth, Inc. advisors in Billings, 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 Billings

All Billings advisors →

Edward Jones 27Merrill Lynch, Pierce, Fenner & Smith Incorporated 23LPL Financial LLC 19Investment Management Group 15Ameriprise Financial Services, LLC 13Morgan Stanley 13RBC Capital Markets, LLC 13Allied Investment Advisors LLC 8D.A. Davidson & Co. 8Eagle Strategies LLC 8Pfs Investments Inc. 8Thrivent Investment Management Inc. 8

Questions

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

8 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Billings, Montana, according to the SEC's Investment Adviser Public Disclosure records, out of 7,287 nationwide. 1 list the CFP designation and 8 are also registered as broker representatives.

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

Osaic Wealth, Inc. ranks number 11 in Billings by registered advisors; Edward Jones has the most, with 27.

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

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.