Financial ADVSR advisor directory · SEC adviser records
Osaic Wealth, Inc. financial advisors in Tigard, OR
Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in Tigard, A to Z.
6 registered advisors work at Osaic Wealth, Inc. in Tigard, out of 7,289 at the firm nationwide; it ranks number 6 in the city by advisors. 4 list the CFP designation and 6 are also registered broker representatives.
Osaic Wealth, Inc. advisors in Tigard, A to Z
Every Osaic Wealth, Inc. advisor →- Constantin Capellas IIAlso a broker rep
- Kevin KirkpatrickCertified Financial Planner · Also a broker rep
- Jonathan D. LawryCertified Financial Planner · Also a broker rep
- Ryan S. McCarthyCertified Financial Planner · Also a broker rep
- Andrew J. VanlaninghamAlso a broker rep
- Matthew L. WittenCertified 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 Tigard
All Tigard advisors →Strategic Advisers LLC 36Cetera Investment Advisers LLC 32LPL Financial LLC 24Mariner 16Raymond James Financial Services Advisors, Inc. 14Edward Jones 5Cambridge Investment Research Advisors, Inc. 4Range Financial Group, LLC 4Mercer Global Advisors Inc. 3
Questions
How many financial advisors does Osaic Wealth, Inc. have in Tigard?
6 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Tigard, Oregon, according to the SEC's Investment Adviser Public Disclosure records, out of 7,289 nationwide. 4 list the CFP designation and 6 are also registered as broker representatives.
Is Osaic Wealth, Inc. one of the largest advisor employers in Tigard?
Osaic Wealth, Inc. ranks number 6 in Tigard by registered advisors; Strategic Advisers LLC has the most, with 36.
How do I check a Osaic Wealth, Inc. advisor in Tigard?
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.