Financial ADVSR advisor directory · SEC adviser records
Osaic Wealth, Inc. financial advisors in Dallas, TX
Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in Dallas, A to Z.
33 registered advisors work at Osaic Wealth, Inc. in Dallas, out of 7,289 at the firm nationwide; it ranks number 30 in the city by advisors. 7 list the CFP designation and 33 are also registered broker representatives.
Osaic Wealth, Inc. advisors in Dallas, A to Z
Every Osaic Wealth, Inc. advisor →- Brian P. BessnerAlso a broker rep
- Steven J. CombestCertified Financial Planner · Also a broker rep
- James R. Daffron Jr.Also a broker rep
- Luc N. DuAlso a broker rep
- James L. EinspanierChartered Financial Consultant · Also a broker rep
- Clayton K. FlathersAlso a broker rep
- Collin K. FlathersAlso a broker rep
- Happy L. FranklinAlso a broker rep
- Jon R. GekiereAlso a broker rep
- Lawrence A. GekiereChartered Financial Consultant · Also a broker rep
- Steven P. HagemannAlso a broker rep
- Stan R. HallAlso a broker rep
- Mark D. HooverAlso a broker rep
- Robert M. JohnsonAlso a broker rep
- Andrew D. KaczAlso a broker rep
- Paul KlementAlso a broker rep
- David L. McCallaChartered Financial Consultant · Also a broker rep
- Daniel MeyerovitzCertified Financial Planner · Also a broker rep
- Darryl L. MeyerovitzAlso a broker rep
- David D. MillerAlso a broker rep
- Melchor E. MuzkizCertified Financial Planner · Also a broker rep
- Henry R. Peeler Jr.Certified Financial Planner · Also a broker rep
- Joseph R. RadovicCertified Financial Planner, Chartered Financial Consultant · Also a broker rep
- Joshua K. SanchezAlso a broker rep
- Jeffrey R. ShenkmanAlso a broker rep
- E Lawrence T. SmithCertified Financial Planner · Also a broker rep
- Amy B. SolumAlso a broker rep
- Mark SpaldingAlso a broker rep
- Carolyn E. TeschemacherAlso a broker rep
- Mario D. Walker Sr.Also a broker rep
- Caira WhiteCertified Financial Planner · Also a broker rep
- Christopher W. WyattAlso a broker rep
- Clyde W. Wyatt 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 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 35Chicago, IL 32
Other firms in Dallas
All Dallas advisors →Merrill Lynch, Pierce, Fenner & Smith Incorporated 233J.P. Morgan Securities LLC 228Morgan Stanley 226UBS Financial Services Inc. 137Goldman Sachs Wealth Services, L.P. 94Cetera Investment Advisers LLC 85Wells Fargo Clearing Services, LLC 83Rockefeller Financial LLC 78LPL Financial LLC 73Hilltop Securities Inc. 70Momentum Independent Network Inc. 69Strategic Advisers LLC 68
Questions
How many financial advisors does Osaic Wealth, Inc. have in Dallas?
33 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Dallas, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 7,289 nationwide. 7 list the CFP designation and 33 are also registered as broker representatives.
Is Osaic Wealth, Inc. one of the largest advisor employers in Dallas?
Osaic Wealth, Inc. ranks number 30 in Dallas by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 233.
How do I check a Osaic Wealth, Inc. advisor in Dallas?
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.