Financial ADVSR advisor directory · SEC adviser records
Osaic Wealth, Inc. financial advisors in Greenville, SC
Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in Greenville, A to Z.
The short answer
6 registered advisors work at Osaic Wealth, Inc. in Greenville, out of 7,287 at the firm nationwide; it ranks number 30 in the city by advisors. 3 list the CFP designation and 6 are also registered broker representatives.
Osaic Wealth, Inc. advisors in Greenville, A to Z
Every Osaic Wealth, Inc. advisor →- Mark T. BoukatherCertified Financial Planner · Also a broker rep
- Richard T. CurranCertified Financial Planner · Also a broker rep
- Wynne B. CurranAlso a broker rep
- Donald L. HilburnAlso a broker rep
- Don F. KizerAlso a broker rep
- Terry L. NorrisCertified Financial Planner, Chartered Financial Consultant · 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 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 Greenville
All Greenville advisors →Edward Jones 42Td Private Client Wealth LLC 39LPL Financial LLC 33Merrill Lynch, Pierce, Fenner & Smith Incorporated 31Raymond James & Associates, Inc. 26Wells Fargo Clearing Services, LLC 25UBS Financial Services Inc. 23Ameriprise Financial Services, LLC 18Foster Victor 18Captrust 17Strategic Advisers LLC 17The Fiduciary Alliance 17
Questions
How many financial advisors does Osaic Wealth, Inc. have in Greenville?
6 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Greenville, South Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 7,287 nationwide. 3 list the CFP designation and 6 are also registered as broker representatives.
Is Osaic Wealth, Inc. one of the largest advisor employers in Greenville?
Osaic Wealth, Inc. ranks number 30 in Greenville by registered advisors; Edward Jones has the most, with 42.
How do I check a Osaic Wealth, Inc. advisor in Greenville?
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.