Financial ADVSR advisor directory · SEC adviser records
Osaic Wealth, Inc. financial advisors in Raleigh, NC
Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in Raleigh, A to Z.
The short answer
51 registered advisors work at Osaic Wealth, Inc. in Raleigh, out of 7,287 at the firm nationwide; it ranks number 11 in the city by advisors. 10 list the CFP designation and 51 are also registered broker representatives.
Osaic Wealth, Inc. advisors in Raleigh, A to Z
Every Osaic Wealth, Inc. advisor →- John F. AmendolaAlso a broker rep
- Steven M. ConsiglioAlso a broker rep
- Renee D. CooleyCertified Financial Planner · Also a broker rep
- Duff G. FreemanChartered Financial Consultant · Also a broker rep
- Taylor H. FreemanAlso a broker rep
- Price C. FrenchAlso a broker rep
- Benjamin C. GloverAlso a broker rep
- Russell N. HadleyCertified Financial Planner · Also a broker rep
- Matthew C. HallAlso a broker rep
- Travis J. HarrisAlso a broker rep
- Anna N. HartwellAlso a broker rep
- Corbin HolderAlso a broker rep
- Ashley L. HowellAlso a broker rep
- Kerry R. JohnsonChartered Financial Consultant · Also a broker rep
- Adam T. KeislerAlso a broker rep
- Gary J. KindlerAlso a broker rep
- Trevor C. LawsonCertified Financial Planner · Also a broker rep
- Brandon M. LusheneAlso a broker rep
- Krista K. McConnellAlso a broker rep
- David C. McDowellAlso a broker rep
- James W. McKayAlso a broker rep
- Leslie W. Merritt Jr.Also a broker rep
- Benjamin R. MichamCertified Financial Planner · Also a broker rep
- Mandi P. MiglinoAlso a broker rep
- Carl A. MooreAlso a broker rep
- Andrew C. MurphyAlso a broker rep
- Judith NaegelyAlso a broker rep
- Nicholas J. PangakisAlso a broker rep
- Jonathan N. PerryCertified Financial Planner · Also a broker rep
- Thomas E. Perry Jr.Also a broker rep
- Nicholas J. PinoAlso a broker rep
- Bryan C. PollockAlso a broker rep
- Daniel P. RandallAlso a broker rep
- Joseph M. RobbinsCertified Financial Planner · Also a broker rep
- Andrew K. RoseCertified Financial Planner · Also a broker rep
- John F. ShortCertified Financial Planner · Also a broker rep
- William D. SmithAlso a broker rep
- Scott D. SorrellCertified Financial Planner, Chartered Financial Consultant · Also a broker rep
- William J. Teague Jr.Also a broker rep
- William J. TeagueAlso a broker rep
- Spencer G. TeddyAlso a broker rep
- Kent W. ThompsonAlso a broker rep
- Robert C. TurnerAlso a broker rep
- Mitchell ValenzaAlso a broker rep
- Joshua T. WallCertified Financial Planner, Chartered Financial Consultant · Also a broker rep
- Ryan O. WarrenAlso a broker rep
- Elizabeth A. WatkinsAlso a broker rep
- David S. WhiteAlso a broker rep
- Ernest A. WilliamsAlso a broker rep
- Christopher R. WilseyAlso a broker rep
- Ashtyn C. WrightAlso 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 53Houston, TX 47Melville, NY 46San Diego, CA 46Honolulu, HI 45Irvine, CA 45Southfield, MI 42Rochester, NY 40Lincoln, NE 38Overland Park, KS 38Wichita, KS 36Dallas, TX 33Amherst, NY 31
Other firms in Raleigh
All Raleigh advisors →Captrust 121Merrill Lynch, Pierce, Fenner & Smith Incorporated 101Wells Fargo Clearing Services, LLC 101Strategic Advisers LLC 97First Citizens Investor Services, Inc. 86Morgan Stanley 84Capital Investment Advisory Services, LLC 69Edward Jones 69LPL Financial LLC 62Credit Union Investment Services 51Ameriprise Financial Services, LLC 49Truist Advisory Services, Inc. 49
Questions
How many financial advisors does Osaic Wealth, Inc. have in Raleigh?
51 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Raleigh, North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 7,287 nationwide. 10 list the CFP designation and 51 are also registered as broker representatives.
Is Osaic Wealth, Inc. one of the largest advisor employers in Raleigh?
Osaic Wealth, Inc. ranks number 11 in Raleigh by registered advisors; Captrust has the most, with 121.
How do I check a Osaic Wealth, Inc. advisor in Raleigh?
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.