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Financial ADVSR advisor directory · SEC adviser records

Osaic Wealth, Inc. financial advisors in Huntersville, NC

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

The short answer

4 registered advisors work at Osaic Wealth, Inc. in Huntersville, out of 7,287 at the firm nationwide; it ranks number 11 in the city by advisors. 0 list the CFP designation and 4 are also registered broker representatives.

Osaic Wealth, Inc. advisors in Huntersville, 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 Huntersville

All Huntersville advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 37Strategic Advisers LLC 25Cornerstone Wealth 16Pfs Investments Inc. 11LPL Financial LLC 7A4 Wealth Advisors LLC 6LPL Enterprise, LLC 6Tiaa-Cref Individual & Institutional Services, LLC 5Ameriprise Financial Services, LLC 4Edward Jones 4Savant Wealth Management 4Wells Fargo Clearing Services, LLC 4

Questions

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

4 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Huntersville, North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 7,287 nationwide. 0 list the CFP designation and 4 are also registered as broker representatives.

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

Osaic Wealth, Inc. ranks number 11 in Huntersville by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 37.

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

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.