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Financial ADVSR advisor directory · SEC adviser records

Osaic Wealth, Inc. financial advisors in West Chester, OH

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

The short answer

3 registered advisors work at Osaic Wealth, Inc. in West Chester, out of 7,287 at the firm nationwide; it ranks number 12 in the city by advisors. 2 list the CFP designation and 3 are also registered broker representatives.

Osaic Wealth, Inc. advisors in West Chester, 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 West Chester

All West Chester advisors →

Ameriprise Financial Services, LLC 18LPL Financial LLC 16Fifth Third Securities, Inc. 12Harvest Financial Advisors, LLC 7Strategic Advisers LLC 5Edward Jones 4J.P. Morgan Securities LLC 4LPL Enterprise, LLC 4Mariner 4Pfs Investments Inc. 4Merrill Lynch, Pierce, Fenner & Smith Incorporated 3

Questions

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

3 investment adviser representatives are registered at Osaic Wealth, Inc. offices in West Chester, Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 7,287 nationwide. 2 list the CFP designation and 3 are also registered as broker representatives.

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

Osaic Wealth, Inc. ranks number 12 in West Chester by registered advisors; Ameriprise Financial Services, LLC has the most, with 18.

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

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.