Financial ADVSR advisor directory · SEC adviser records
Osaic Wealth, Inc. financial advisors in Allen, TX
Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in Allen, A to Z.
5 registered advisors work at Osaic Wealth, Inc. in Allen, out of 7,289 at the firm nationwide; it ranks number 9 in the city by advisors. 1 list the CFP designation and 5 are also registered broker representatives.
Osaic Wealth, Inc. advisors in Allen, A to Z
Every Osaic Wealth, Inc. advisor →- Anderson B. BrooksAlso a broker rep
- Bryan W. CamperCertified Financial Planner · Also a broker rep
- Buddy W. CamperAlso a broker rep
- James F. KellerAlso a broker rep
- Larry WainwrightAlso 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 Allen
All Allen advisors →Edward Jones 13LPL Financial LLC 13Raymond James Financial Services Advisors, Inc. 9Assetbuilder, Inc. 8Thrivent Investment Management Inc. 8Ameriprise Financial Services, LLC 7Steadtrust 6J.P. Morgan Securities LLC 5Pfs Investments Inc. 5State Farm Investment Management Corp. 5Act Wealth Management, LLC 4First Choice Financial Planning LLC 4
Questions
How many financial advisors does Osaic Wealth, Inc. have in Allen?
5 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Allen, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 7,289 nationwide. 1 list the CFP designation and 5 are also registered as broker representatives.
Is Osaic Wealth, Inc. one of the largest advisor employers in Allen?
Osaic Wealth, Inc. ranks number 9 in Allen by registered advisors; Edward Jones has the most, with 13.
How do I check a Osaic Wealth, Inc. advisor in Allen?
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.