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Financial ADVSR advisor directory · SEC adviser records

Osaic Wealth, Inc. financial advisors in Statesville, NC

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

The short answer

4 registered advisors work at Osaic Wealth, Inc. in Statesville, out of 7,287 at the firm nationwide; it ranks number 5 in the city by advisors. 1 list the CFP designation and 4 are also registered broker representatives.

Osaic Wealth, Inc. advisors in Statesville, 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 Statesville

All Statesville advisors →

Edward Jones 8Merrill Lynch, Pierce, Fenner & Smith Incorporated 7Credit Union Investment Services 4Opus Financial Advisors, Inc. 4LPL Financial LLC 3

Questions

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

4 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Statesville, North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 7,287 nationwide. 1 list the CFP designation and 4 are also registered as broker representatives.

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

Osaic Wealth, Inc. ranks number 5 in Statesville by registered advisors; Edward Jones has the most, with 8.

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

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.