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Financial ADVSR advisor directory · SEC adviser records

Osaic Wealth, Inc. financial advisors in Lewisville, TX

Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in Lewisville, A to Z.

The short answer

4 registered advisors work at Osaic Wealth, Inc. in Lewisville, out of 7,289 at the firm nationwide; it ranks number 7 in the city by advisors. 0 list the CFP designation and 4 are also registered broker representatives.

Osaic Wealth, Inc. advisors in Lewisville, A to Z

Every Osaic Wealth, Inc. advisor →

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 Lewisville

All Lewisville advisors →

Strategic Advisers LLC 14Edward Jones 7Ally Invest Advisors 6Tiaa-Cref Individual & Institutional Services, LLC 6Ameriprise Financial Services, LLC 5Bright Wealth Management, LLC 5Directional Advisors 3State Farm Investment Management Corp. 3

Questions

How many financial advisors does Osaic Wealth, Inc. have in Lewisville?

4 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Lewisville, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 7,289 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 Lewisville?

Osaic Wealth, Inc. ranks number 7 in Lewisville by registered advisors; Strategic Advisers LLC has the most, with 14.

How do I check a Osaic Wealth, Inc. advisor in Lewisville?

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.