Financial ADVSR advisor directory · SEC adviser records
Osaic Wealth, Inc. financial advisors in Columbia, SC
Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in Columbia, A to Z.
The short answer
4 registered advisors work at Osaic Wealth, Inc. in Columbia, out of 7,287 at the firm nationwide; it ranks number 36 in the city by advisors. 1 list the CFP designation and 4 are also registered broker representatives.
Osaic Wealth, Inc. advisors in Columbia, A to Z
Every Osaic Wealth, Inc. advisor →- Richard Z. DearingerAlso a broker rep
- William C. EvansCertified Financial Planner, Chartered Financial Consultant · Also a broker rep
- Geoffery K. ForsythAlso a broker rep
- Frank M. LundyAlso 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 Columbia
All Columbia advisors →Merrill Lynch, Pierce, Fenner & Smith Incorporated 59Morgan Stanley 32Wells Fargo Clearing Services, LLC 32Edward Jones 26First Citizens Investor Services, Inc. 26LPL Financial LLC 22Independent Advisor Alliance, LLC 20Ameriprise Financial Services, LLC 19State Farm Investment Management Corp. 16Abacus Planning Group, Inc. 13Janney Montgomery Scott LLC 12UBS Financial Services Inc. 12
Questions
How many financial advisors does Osaic Wealth, Inc. have in Columbia?
4 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Columbia, South Carolina, 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 Columbia?
Osaic Wealth, Inc. ranks number 36 in Columbia by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 59.
How do I check a Osaic Wealth, Inc. advisor in Columbia?
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.