Financial ADVSR advisor directory · SEC adviser records
Osaic Wealth, Inc. financial advisors in Williamsport, PA
Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in Williamsport, A to Z.
The short answer
4 registered advisors work at Osaic Wealth, Inc. in Williamsport, out of 7,287 at the firm nationwide; it ranks number 10 in the city by advisors. 1 list the CFP designation and 4 are also registered broker representatives.
Osaic Wealth, Inc. advisors in Williamsport, A to Z
Every Osaic Wealth, Inc. advisor →- Jarrett A. JonesCertified Financial Planner · Also a broker rep
- Debra J. MoffAlso a broker rep
- James O. Moff IIIAlso a broker rep
- Jake D. WeberAlso 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 Williamsport
All Williamsport advisors →Kintra Wealth, LLC 24Cetera Investment Advisers LLC 11Merrill Lynch, Pierce, Fenner & Smith Incorporated 9Hudock Capital Group 8Janney Montgomery Scott LLC 8Raymond James & Associates, Inc. 8LPL Financial LLC 7Morgan Stanley 7Cambridge Investment Research Advisors, Inc. 5Edward Jones 3
Questions
How many financial advisors does Osaic Wealth, Inc. have in Williamsport?
4 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Williamsport, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 7,287 nationwide. 1 list the CFP designation and 4 are also registered as broker representatives.
Is Osaic Wealth, Inc. one of the largest advisor employers in Williamsport?
Osaic Wealth, Inc. ranks number 10 in Williamsport by registered advisors; Kintra Wealth, LLC has the most, with 24.
How do I check a Osaic Wealth, Inc. advisor in Williamsport?
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.