Financial ADVSR advisor directory · SEC adviser records
Osaic Wealth, Inc. financial advisors in Worthington, OH
Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in Worthington, A to Z.
7 registered advisors work at Osaic Wealth, Inc. in Worthington, out of 7,289 at the firm nationwide; it ranks number 4 in the city by advisors. 3 list the CFP designation and 7 are also registered broker representatives.
Osaic Wealth, Inc. advisors in Worthington, A to Z
Every Osaic Wealth, Inc. advisor →- Rodney D. CarpenterAlso a broker rep
- Phillip M. GareyAlso a broker rep
- Phillip C. LovegroveCertified Financial Planner · Also a broker rep
- Darnell C. PerkinsAlso a broker rep
- Eric C. ShearerCertified Financial Planner · Also a broker rep
- Thomas F. VorisekAlso a broker rep
- Christopher S. WilkinCertified Financial Planner · Also 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 Worthington
All Worthington advisors →Pfs Investments Inc. 32Ameriprise Financial Services, LLC 19LPL Financial LLC 9Balance Wealth 6Raymond James Financial Services Advisors, Inc. 6Thrivent Investment Management Inc. 6Equitable Advisors, LLC 5Ameritas Advisory Services, LLC 4Edward Jones 3Kestra Advisory Services, LLC 3Royal Oak Financial Group 3Stratos Wealth Partners, Ltd. 3
Questions
How many financial advisors does Osaic Wealth, Inc. have in Worthington?
7 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Worthington, Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 7,289 nationwide. 3 list the CFP designation and 7 are also registered as broker representatives.
Is Osaic Wealth, Inc. one of the largest advisor employers in Worthington?
Osaic Wealth, Inc. ranks number 4 in Worthington by registered advisors; Pfs Investments Inc. has the most, with 32.
How do I check a Osaic Wealth, Inc. advisor in Worthington?
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.