Financial ADVSR advisor directory · SEC adviser records
Osaic Institutions, Inc. financial advisors in Concord, NH
Every SEC-registered investment adviser representative at a Osaic Institutions, Inc. office in Concord, A to Z.
The short answer
8 registered advisors work at Osaic Institutions, Inc. in Concord, out of 483 at the firm nationwide; it ranks number 5 in the city by advisors. 1 list the CFP designation and 8 are also registered broker representatives.
Osaic Institutions, Inc. advisors in Concord, A to Z
Every Osaic Institutions, Inc. advisor →- Josh BordisAlso a broker rep
- Scott W. CoulterCertified Financial Planner · Also a broker rep
- Susan C. HeinrichAlso a broker rep
- David J. JamesAlso a broker rep
- Kathleen F. LeclairAlso a broker rep
- Zachary N. MagistroAlso a broker rep
- Erica C. SimpsonAlso a broker rep
- Cody M. SteedAlso a broker rep
Osaic Institutions, Inc. advisors in every city and state →Osaic Institutions, Inc.: assets, clients and custodians →Osaic news and advisor moves →Advisor Moves: who changed firms this week →
Osaic Institutions, Inc. advisors in other cities
Meriden, CT 27New York, NY 16West Orange, NJ 13Abingdon, VA 6Grand Forks, ND 6South Windsor, CT 6Fargo, ND 5Pittsburgh, PA 5Southington, CT 5Springfield, IL 5Creve Coeur, MO 4Meridiam, ID 4Mystic, CT 4Poughkeepsie, NY 4Raleigh, NC 4
Other firms in Concord
All Concord advisors →RBC Capital Markets, LLC 13UBS Financial Services Inc. 12Cambridge Investment Research Advisors, Inc. 9Mariner 8Ameriprise Financial Services, LLC 7Carlson Investments 7Cetera Investment Advisers LLC 6Bankers Life Advisory Services, Inc. 5LPL Financial LLC 5Pfs Investments Inc. 5Raymond James Financial Services Advisors, Inc. 5Capitol Wealth Management 4
Questions
How many financial advisors does Osaic Institutions, Inc. have in Concord?
8 investment adviser representatives are registered at Osaic Institutions, Inc. offices in Concord, New Hampshire, according to the SEC's Investment Adviser Public Disclosure records, out of 483 nationwide. 1 list the CFP designation and 8 are also registered as broker representatives.
Is Osaic Institutions, Inc. one of the largest advisor employers in Concord?
Osaic Institutions, Inc. ranks number 5 in Concord by registered advisors; RBC Capital Markets, LLC has the most, with 13.
How do I check a Osaic Institutions, Inc. advisor in Concord?
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 Institutions, 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.