Financial ADVSR advisor directory · SEC adviser records
Osaic Wealth, Inc. financial advisors in Cary, NC
Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in Cary, A to Z.
The short answer
8 registered advisors work at Osaic Wealth, Inc. in Cary, out of 7,287 at the firm nationwide; it ranks number 11 in the city by advisors. 3 list the CFP designation and 8 are also registered broker representatives.
Osaic Wealth, Inc. advisors in Cary, A to Z
Every Osaic Wealth, Inc. advisor →- Jacob B. FioreAlso a broker rep
- Kerry C. GoodmanAlso a broker rep
- James M. MertensChartered Financial Analyst · Also a broker rep
- Garrett S. RailsbackCertified Financial Planner · Also a broker rep
- Jason W. RauschCertified Financial Planner, Chartered Financial Analyst · Also a broker rep
- James D. Sandlin IIICertified Financial Planner · Also a broker rep
- Michael J. SterlingAlso a broker rep
- Kevin J. SwanChartered Financial Consultant · Also 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 Cary
All Cary advisors →Strategic Advisers LLC 40Edward Jones 25Cetera Investment Advisers LLC 15Raleigh Capital Management Inc. 12Charles Schwab & Co., Inc. 11Raymond James Financial Services Advisors, Inc. 11Commonwealth Financial Network 9Equitable Advisors, LLC 8LPL Financial LLC 8Credit Union Investment Services 7Raymond James & Associates, Inc. 7J.P. Morgan Securities LLC 6
Questions
How many financial advisors does Osaic Wealth, Inc. have in Cary?
8 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Cary, North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 7,287 nationwide. 3 list the CFP designation and 8 are also registered as broker representatives.
Is Osaic Wealth, Inc. one of the largest advisor employers in Cary?
Osaic Wealth, Inc. ranks number 11 in Cary by registered advisors; Strategic Advisers LLC has the most, with 40.
How do I check a Osaic Wealth, Inc. advisor in Cary?
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.