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Financial ADVSR advisor directory · SEC adviser records

Osaic Wealth, Inc. financial advisors in Lake Oswego, OR

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

The short answer

9 registered advisors work at Osaic Wealth, Inc. in Lake Oswego, out of 7,287 at the firm nationwide; it ranks number 20 in the city by advisors. 3 list the CFP designation and 9 are also registered broker representatives.

Osaic Wealth, Inc. advisors in Lake Oswego, 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 Lake Oswego

All Lake Oswego advisors →

Morgan Stanley 38UBS Financial Services Inc. 32Merrill Lynch, Pierce, Fenner & Smith Incorporated 24Robert W. Baird & Co. Incorporated 23Ameriprise Financial Services, LLC 22Aldrich Wealth LP 21Raymond James Financial Services Advisors, Inc. 20Charles Schwab & Co., Inc. 18MML Investors Services, LLC 18Wells Fargo Clearing Services, LLC 18Steward Partners Investment Advisory, LLC 17D.A. Davidson & Co. 14

Questions

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

9 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Lake Oswego, Oregon, according to the SEC's Investment Adviser Public Disclosure records, out of 7,287 nationwide. 3 list the CFP designation and 9 are also registered as broker representatives.

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

Osaic Wealth, Inc. ranks number 20 in Lake Oswego by registered advisors; Morgan Stanley has the most, with 38.

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

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.