Financial ADVSR advisor directory · SEC adviser records
Osaic Wealth, Inc. financial advisors in Germantown, TN
Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in Germantown, A to Z.
The short answer
9 registered advisors work at Osaic Wealth, Inc. in Germantown, out of 7,289 at the firm nationwide; it ranks number 4 in the city by advisors. 2 list the CFP designation and 9 are also registered broker representatives.
Osaic Wealth, Inc. advisors in Germantown, A to Z
Every Osaic Wealth, Inc. advisor →- John J. BarriosCertified Financial Planner · Also a broker rep
- Lewis A. Jones Jr.Also a broker rep
- Robert D. LackeyAlso a broker rep
- Windall LancasterAlso a broker rep
- John T. ShamblinCertified Financial Planner · Also a broker rep
- William S. StephensAlso a broker rep
- Brian D. WhiteAlso a broker rep
- Savannah WhiteAlso a broker rep
- Wesley WhiteAlso 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 Germantown
All Germantown advisors →Cetera Investment Advisers LLC 28LPL Financial LLC 16Strategic Advisers LLC 12RBC Capital Markets, LLC 10Fcg Investment Company 9Charles Schwab & Co., Inc. 6Silverleafe Capital Partners, LLC 6Edward Jones 5Ameriprise Financial Services, LLC 4State Farm Investment Management Corp. 4Wells Fargo Advisors Financial Network, LLC 3
Questions
How many financial advisors does Osaic Wealth, Inc. have in Germantown?
9 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Germantown, Tennessee, according to the SEC's Investment Adviser Public Disclosure records, out of 7,289 nationwide. 2 list the CFP designation and 9 are also registered as broker representatives.
Is Osaic Wealth, Inc. one of the largest advisor employers in Germantown?
Osaic Wealth, Inc. ranks number 4 in Germantown by registered advisors; Cetera Investment Advisers LLC has the most, with 28.
How do I check a Osaic Wealth, Inc. advisor in Germantown?
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.