Financial ADVSR advisor directory · SEC adviser records
Osaic Wealth, Inc. financial advisors in Bee Cave, TX
Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in Bee Cave, A to Z.
7 registered advisors work at Osaic Wealth, Inc. in Bee Cave, out of 7,813 at the firm nationwide; it ranks number 2 in the city by advisors. 3 list the CFP designation and 7 are also registered broker representatives.
Osaic Wealth, Inc. advisors in Bee Cave, A to Z
Every Osaic Wealth, Inc. advisor →- Anna R. FransenCertified Financial Planner, Chartered Financial Consultant · Also a broker rep
- Adam G. HarzAlso a broker rep
- Mitchell G. MooreAlso a broker rep
- Shane A. MorrowCertified Financial Planner · Also a broker rep
- Michael B. PetersAlso a broker rep
- Andrea B. SheikhCertified Financial Planner · Also a broker rep
- William W. Sowers VAlso 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 Bee Cave
All Bee Cave advisors →Wells Fargo Clearing Services, LLC 14Charles Schwab & Co., Inc. 6Whitwell Advisors 5Edward Jones 3
Questions
How many financial advisors does Osaic Wealth, Inc. have in Bee Cave?
7 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Bee Cave, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 7,813 nationwide. 3 list the CFP designation and 7 are also registered as broker representatives.
Is Osaic Wealth, Inc. one of the largest advisor employers in Bee Cave?
Osaic Wealth, Inc. ranks number 2 in Bee Cave by registered advisors; Wells Fargo Clearing Services, LLC has the most, with 14.
How do I check a Osaic Wealth, Inc. advisor in Bee Cave?
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.