Financial ADVSR advisor directory · SEC adviser records
Osaic Wealth, Inc. financial advisors in Houston, TX
Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in Houston, A to Z.
47 registered advisors work at Osaic Wealth, Inc. in Houston, out of 7,289 at the firm nationwide; it ranks number 15 in the city by advisors. 11 list the CFP designation and 47 are also registered broker representatives.
Osaic Wealth, Inc. advisors in Houston, A to Z
Every Osaic Wealth, Inc. advisor →- Jennifer AdamsAlso a broker rep
- Stephen E. AlexanderAlso a broker rep
- Thomas A. BairdCertified Financial Planner · Also a broker rep
- Jason W. BohmannAlso a broker rep
- Ryan L. BradfordAlso a broker rep
- Jeremiah D. CorbinAlso a broker rep
- Shaelyn N. DobsonAlso a broker rep
- Salvador Elizondo Jr.Certified Financial Planner · Also a broker rep
- Edward M. GardnerCertified Financial Planner · Also a broker rep
- John GinsburgAlso a broker rep
- Joshua M. GraeffAlso a broker rep
- Melvin L. GrossChartered Financial Consultant · Also a broker rep
- Blake L. HarperChartered Financial Consultant · Also a broker rep
- Catherine J. HesseAlso a broker rep
- Michael W. HesseCertified Financial Planner, Chartered Financial Consultant · Also a broker rep
- Lawrence M. JacobsAlso a broker rep
- Susan K. JuricaAlso a broker rep
- Lisa M. LeeCertified Financial Planner · Also a broker rep
- John A. LevineAlso a broker rep
- Leon H. LevinsonAlso a broker rep
- Ashish P. MathewsCertified Financial Planner · Also a broker rep
- Reji P. MathewsAlso a broker rep
- Cory P. McCauleyAlso a broker rep
- Chih Hao NgAlso a broker rep
- John W. NoelAlso a broker rep
- Justin D. O'BannonAlso a broker rep
- Ashish K. PatelCertified Financial Planner · Also a broker rep
- Mamta RaiAlso a broker rep
- Barbara J. RayCertified Financial Planner · Also a broker rep
- Martin R. RezaAlso a broker rep
- Martha N. RobinsonAlso a broker rep
- Eric W. RumbaughAlso a broker rep
- Mark A. SalesmanAlso a broker rep
- Michael B. SandeenCertified Financial Planner · Also a broker rep
- Michael G. SatterwhiteAlso a broker rep
- Jessica C. ScottAlso a broker rep
- Robert D. ScottCertified Financial Planner · Also a broker rep
- Ellias D. StabinskyAlso a broker rep
- Michael E. StewartAlso a broker rep
- Lauren L. UlloaAlso a broker rep
- Robert M. WagnerAlso a broker rep
- Leonard W. Warner Jr.Chartered Financial Consultant · Also a broker rep
- Sara L. WattsAlso a broker rep
- James M. Whaley Jr.Certified Financial Planner · Also a broker rep
- John L. WilsonAlso a broker rep
- Nicole WyskupAlso a broker rep
- Carole J. ZlebisAlso 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 49Maumee, OH 47Irvine, CA 45Honolulu, HI 43Rochester, NY 40Lincoln, NE 39Overland Park, KS 37Southfield, MI 37Wichita, KS 36Melville, NY 35Dallas, TX 33Chicago, IL 32
Other firms in Houston
All Houston advisors →Merrill Lynch, Pierce, Fenner & Smith Incorporated 364Morgan Stanley 304J.P. Morgan Securities LLC 301Valic Financial Advisors, Inc. 213UBS Financial Services Inc. 186Wells Fargo Clearing Services, LLC 161Strategic Advisers LLC 141Ameriprise Financial Services, LLC 136LPL Financial LLC 128Raymond James & Associates, Inc. 86Cetera Investment Advisers LLC 76Pfs Investments Inc. 76
Questions
How many financial advisors does Osaic Wealth, Inc. have in Houston?
47 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Houston, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 7,289 nationwide. 11 list the CFP designation and 47 are also registered as broker representatives.
Is Osaic Wealth, Inc. one of the largest advisor employers in Houston?
Osaic Wealth, Inc. ranks number 15 in Houston by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 364.
How do I check a Osaic Wealth, Inc. advisor in Houston?
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.