Financial ADVSR advisor directory · SEC adviser records
Osaic Wealth, Inc. financial advisors in Colleyville, TX
Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in Colleyville, A to Z.
The short answer
4 registered advisors work at Osaic Wealth, Inc. in Colleyville, out of 7,287 at the firm nationwide; it ranks number 6 in the city by advisors. 0 list the CFP designation and 4 are also registered broker representatives.
Osaic Wealth, Inc. advisors in Colleyville, A to Z
Every Osaic Wealth, Inc. advisor →- Melinda H. EvansAlso a broker rep
- John Navarro IIIAlso a broker rep
- Peter PhanAlso a broker rep
- William C. Porterfield IIIAlso 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 Colleyville
All Colleyville advisors →Edward Jones 19J.P. Morgan Securities LLC 7LPL Financial LLC 5Mercer Global Advisors Inc. 5Clearpoint Wealth Management 4Cambridge Investment Research Advisors, Inc. 3Heritage Retirement Advisors, LLC 3Momentum Independent Network Inc. 3Strategic Advisers LLC 3
Questions
How many financial advisors does Osaic Wealth, Inc. have in Colleyville?
4 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Colleyville, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 7,287 nationwide. 0 list the CFP designation and 4 are also registered as broker representatives.
Is Osaic Wealth, Inc. one of the largest advisor employers in Colleyville?
Osaic Wealth, Inc. ranks number 6 in Colleyville by registered advisors; Edward Jones has the most, with 19.
How do I check a Osaic Wealth, Inc. advisor in Colleyville?
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.