Financial ADVSR advisor directory · SEC adviser records
Osaic Wealth, Inc. financial advisors in Greensboro, NC
Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in Greensboro, A to Z.
The short answer
11 registered advisors work at Osaic Wealth, Inc. in Greensboro, out of 7,289 at the firm nationwide; it ranks number 13 in the city by advisors. 4 list the CFP designation and 11 are also registered broker representatives.
Osaic Wealth, Inc. advisors in Greensboro, A to Z
Every Osaic Wealth, Inc. advisor →- Samuel C. BettingerAlso a broker rep
- Roberta A. BrumseyCertified Financial Planner · Also a broker rep
- Robert C. Craven IIIAlso a broker rep
- George M. Harris IIIAlso a broker rep
- Vernon A. HorneChartered Financial Consultant · Also a broker rep
- Michael J. LonanoCertified Financial Planner · Also a broker rep
- Dana P. McKeeAlso a broker rep
- Garrett B. MullinsAlso a broker rep
- Uno NieebanCertified Financial Planner · Also a broker rep
- Ruth R. PettyChartered Financial Consultant · Also a broker rep
- Timothy RossiterCertified Financial Planner · 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 298Omaha, NE 54Raleigh, NC 51San Diego, CA 49Houston, TX 47Maumee, OH 47Irvine, CA 45Honolulu, HI 43Rochester, NY 40Lincoln, NE 39Overland Park, KS 37Southfield, MI 37Wichita, KS 36Melville, NY 35Dallas, TX 33
Other firms in Greensboro
All Greensboro advisors →LPL Financial LLC 42Merrill Lynch, Pierce, Fenner & Smith Incorporated 37Wells Fargo Clearing Services, LLC 27Edward Jones 26Valic Financial Advisors, Inc. 23Ameriprise Financial Services, LLC 21Strategic Advisers LLC 16Smith Salley Wealth Management 14Cetera Investment Advisers LLC 13Truist Advisory Services, Inc. 13Raymond James Financial Services Advisors, Inc. 12Stifel, Nicolaus & Company, Incorporated 12
Questions
How many financial advisors does Osaic Wealth, Inc. have in Greensboro?
11 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Greensboro, North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 7,289 nationwide. 4 list the CFP designation and 11 are also registered as broker representatives.
Is Osaic Wealth, Inc. one of the largest advisor employers in Greensboro?
Osaic Wealth, Inc. ranks number 13 in Greensboro by registered advisors; LPL Financial LLC has the most, with 42.
How do I check a Osaic Wealth, Inc. advisor in Greensboro?
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.