Financial ADVSR advisor directory · SEC adviser records
Osaic Wealth, Inc. financial advisors in Wyomissing, PA
Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in Wyomissing, A to Z.
6 registered advisors work at Osaic Wealth, Inc. in Wyomissing, out of 7,289 at the firm nationwide; it ranks number 7 in the city by advisors. 0 list the CFP designation and 6 are also registered broker representatives.
Osaic Wealth, Inc. advisors in Wyomissing, A to Z
Every Osaic Wealth, Inc. advisor →- Raymond ButterworthChartered Financial Consultant · Also a broker rep
- Erica R. HowerAlso a broker rep
- Jason KurrassAlso a broker rep
- Robert B. MetzgerAlso a broker rep
- John R. SchrollAlso a broker rep
- Gary L. Shumate Jr.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 Wyomissing
All Wyomissing advisors →Wells Fargo Clearing Services, LLC 23Merrill Lynch, Pierce, Fenner & Smith Incorporated 20Morgan Stanley 20LPL Financial LLC 19Commonwealth Financial Network 10Connors Investor Services Inc. 9Weik Capital Management 6Apella Wealth 4Focus Partners Wealth, LLC 4Truist Advisory Services, Inc. 4Valmark Advisers, Inc. 4Wells Fargo Advisors Financial Network, LLC 4
Questions
How many financial advisors does Osaic Wealth, Inc. have in Wyomissing?
6 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Wyomissing, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 7,289 nationwide. 0 list the CFP designation and 6 are also registered as broker representatives.
Is Osaic Wealth, Inc. one of the largest advisor employers in Wyomissing?
Osaic Wealth, Inc. ranks number 7 in Wyomissing by registered advisors; Wells Fargo Clearing Services, LLC has the most, with 23.
How do I check a Osaic Wealth, Inc. advisor in Wyomissing?
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.