Financial ADVSR advisor directory · SEC adviser records
Osaic Wealth, Inc. financial advisors in State College, PA
Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in State College, A to Z.
The short answer
5 registered advisors work at Osaic Wealth, Inc. in State College, out of 7,287 at the firm nationwide; it ranks number 10 in the city by advisors. 0 list the CFP designation and 5 are also registered broker representatives.
Osaic Wealth, Inc. advisors in State College, A to Z
Every Osaic Wealth, Inc. advisor →- James T. FallsAlso a broker rep
- Jamie L. HornerAlso a broker rep
- Kenneth D. JohnsonAlso a broker rep
- Suzanne L. JohnsonAlso a broker rep
- David J. SeibelAlso 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 State College
All State College advisors →MML Investors Services, LLC 25Vicus Capital, Inc. 21Merrill Lynch, Pierce, Fenner & Smith Incorporated 14Abundance Wealth Counselors, LLC 12Morgan Stanley 9Cambridge Investment Research Advisors, Inc. 7Mariner 7McClarren Financial Advisors 6Tiaa-Cref Individual & Institutional Services, LLC 6J. W. Cole Advisors, Inc. 4Pfs Investments Inc. 4Ameriprise Financial Services, LLC 3
Questions
How many financial advisors does Osaic Wealth, Inc. have in State College?
5 investment adviser representatives are registered at Osaic Wealth, Inc. offices in State College, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 7,287 nationwide. 0 list the CFP designation and 5 are also registered as broker representatives.
Is Osaic Wealth, Inc. one of the largest advisor employers in State College?
Osaic Wealth, Inc. ranks number 10 in State College by registered advisors; MML Investors Services, LLC has the most, with 25.
How do I check a Osaic Wealth, Inc. advisor in State College?
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.