Financial ADVSR advisor directory · SEC adviser records
Osaic Wealth, Inc. financial advisors in Altoona, PA
Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in Altoona, A to Z.
The short answer
3 registered advisors work at Osaic Wealth, Inc. in Altoona, out of 7,287 at the firm nationwide; it ranks number 8 in the city by advisors. 0 list the CFP designation and 3 are also registered broker representatives.
Osaic Wealth, Inc. advisors in Altoona, A to Z
Every Osaic Wealth, Inc. advisor →- Clifford R. CashmanAlso a broker rep
- John J. ZerbeeAlso a broker rep
- Joseph V. ZerbeeAlso 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 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 Altoona
All Altoona advisors →LPL Financial LLC 16Stifel, Nicolaus & Company, Incorporated 11Cetera Investment Advisers LLC 9Kooman & Associates 7Raymond James Financial Services Advisors, Inc. 6Cambridge Investment Research Advisors, Inc. 5Edward Jones 4
Questions
How many financial advisors does Osaic Wealth, Inc. have in Altoona?
3 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Altoona, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 7,287 nationwide. 0 list the CFP designation and 3 are also registered as broker representatives.
Is Osaic Wealth, Inc. one of the largest advisor employers in Altoona?
Osaic Wealth, Inc. ranks number 8 in Altoona by registered advisors; LPL Financial LLC has the most, with 16.
How do I check a Osaic Wealth, Inc. advisor in Altoona?
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.