Financial ADVSR advisor directory · SEC adviser records
Osaic Wealth, Inc. financial advisors in Lancaster, PA
Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in Lancaster, A to Z.
11 registered advisors work at Osaic Wealth, Inc. in Lancaster, out of 7,289 at the firm nationwide; it ranks number 9 in the city by advisors. 3 list the CFP designation and 11 are also registered broker representatives.
Osaic Wealth, Inc. advisors in Lancaster, A to Z
Every Osaic Wealth, Inc. advisor →- Roy W. BookCertified Financial Planner · Also a broker rep
- James O. Collier Jr.Also a broker rep
- Thomas J. HarkinsAlso a broker rep
- Jeffrey A. KirkAlso a broker rep
- Gregory E. KniselyCertified Financial Planner · Also a broker rep
- Scott R. LongAlso a broker rep
- Alex W. PattersonAlso a broker rep
- Craig L. PattersonCertified Financial Planner · Also a broker rep
- Kanon N. ReamAlso a broker rep
- David A. SmithChartered Financial Consultant · Also a broker rep
- Nicholas P. TravagliniAlso 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 Lancaster
All Lancaster advisors →LPL Financial LLC 25Morgan Stanley 25Rkl Private Wealth 23Ameriprise Financial Services, LLC 19Janney Montgomery Scott LLC 16Merrill Lynch, Pierce, Fenner & Smith Incorporated 15Faithward Advisors, LLC 13Rodgers & Associates 12Raymond James Financial Services Advisors, Inc. 11Edward Jones 9Commonwealth Financial Network 8RBC Capital Markets, LLC 8
Questions
How many financial advisors does Osaic Wealth, Inc. have in Lancaster?
11 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Lancaster, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 7,289 nationwide. 3 list the CFP designation and 11 are also registered as broker representatives.
Is Osaic Wealth, Inc. one of the largest advisor employers in Lancaster?
Osaic Wealth, Inc. ranks number 9 in Lancaster by registered advisors; LPL Financial LLC has the most, with 25.
How do I check a Osaic Wealth, Inc. advisor in Lancaster?
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.