Financial ADVSR advisor directory · SEC adviser records
Osaic Wealth, Inc. financial advisors in Wilmington, NC
Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in Wilmington, A to Z.
The short answer
4 registered advisors work at Osaic Wealth, Inc. in Wilmington, out of 7,289 at the firm nationwide; it ranks number 29 in the city by advisors. 0 list the CFP designation and 4 are also registered broker representatives.
Osaic Wealth, Inc. advisors in Wilmington, A to Z
Every Osaic Wealth, Inc. advisor →- Joseph D. DahlAlso a broker rep
- Thomas A. PurpuraAlso a broker rep
- Arthur P. Scolari Jr.Also a broker rep
- James B. ThorntonAlso 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 Wilmington
All Wilmington advisors →Wells Fargo Clearing Services, LLC 67Edward Jones 24Wells Fargo Advisors Financial Network, LLC 20Merrill Lynch, Pierce, Fenner & Smith Incorporated 19Commonwealth Financial Network 16First Citizens Investor Services, Inc. 14Raymond James Financial Services Advisors, Inc. 14Morgan Stanley 13Raymond James & Associates, Inc. 13UBS Financial Services Inc. 12Captrust 10Cetera Investment Advisers LLC 10
Questions
How many financial advisors does Osaic Wealth, Inc. have in Wilmington?
4 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Wilmington, North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 7,289 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 Wilmington?
Osaic Wealth, Inc. ranks number 29 in Wilmington by registered advisors; Wells Fargo Clearing Services, LLC has the most, with 67.
How do I check a Osaic Wealth, Inc. advisor in Wilmington?
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.