Financial ADVSR advisor directory · SEC adviser records
Osaic Wealth, Inc. financial advisors in Abilene, TX
Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in Abilene, A to Z.
4 registered advisors work at Osaic Wealth, Inc. in Abilene, out of 7,813 at the firm nationwide; it ranks number 10 in the city by advisors. 2 list the CFP designation and 4 are also registered broker representatives.
Osaic Wealth, Inc. advisors in Abilene, A to Z
Every Osaic Wealth, Inc. advisor →- Jimmy L. BaileyCertified Financial Planner · Also a broker rep
- Kevin H. CassidyCertified Financial Planner · Also a broker rep
- Floyd E. MillerAlso a broker rep
- Jared K. SheltonAlso 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 331Maumee, OH 57Omaha, NE 55Raleigh, NC 53Houston, TX 49San Diego, CA 49Irvine, CA 48Melville, NY 48Honolulu, HI 47Southfield, MI 44Rochester, NY 41Overland Park, KS 40Lincoln, NE 39Wichita, KS 37Amherst, NY 33
Other firms in Abilene
All Abilene advisors →Edward Jones 17Raymond James Financial Services Advisors, Inc. 12Parkway Advisors, L.P. 10Stifel, Nicolaus & Company, Incorporated 10Team Financial Strategies 8LPL Financial LLC 7State Farm Investment Management Corp. 6Merrill Lynch, Pierce, Fenner & Smith Incorporated 5Charles Schwab & Co., Inc. 4Pfs Investments Inc. 4Endeavor Advisors, LLC 3Robert W. Baird & Co. Incorporated 3
Questions
How many financial advisors does Osaic Wealth, Inc. have in Abilene?
4 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Abilene, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 7,813 nationwide. 2 list the CFP designation and 4 are also registered as broker representatives.
Is Osaic Wealth, Inc. one of the largest advisor employers in Abilene?
Osaic Wealth, Inc. ranks number 10 in Abilene by registered advisors; Edward Jones has the most, with 17.
How do I check a Osaic Wealth, Inc. advisor in Abilene?
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.