Financial ADVSR advisor directory · SEC adviser records
Osaic Wealth, Inc. financial advisors in McKinney, TX
Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in McKinney, A to Z.
4 registered advisors work at Osaic Wealth, Inc. in McKinney, out of 7,289 at the firm nationwide; it ranks number 15 in the city by advisors. 1 list the CFP designation and 4 are also registered broker representatives.
Osaic Wealth, Inc. advisors in McKinney, A to Z
Every Osaic Wealth, Inc. advisor →- Jeffrey M. GartonAlso a broker rep
- Steven D. LindbergChartered Financial Consultant · Also a broker rep
- Jonathan T. PaceAlso a broker rep
- John L. PottsCertified Financial Planner · Also 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 35Dallas, TX 33
Other firms in McKinney
All McKinney advisors →Merrill Lynch, Pierce, Fenner & Smith Incorporated 36Edward Jones 25LPL Financial LLC 21State Farm Investment Management Corp. 15Strategic Advisers LLC 12J.P. Morgan Securities LLC 10Ameriprise Financial Services, LLC 9Corus Family Wealth Advisors, Inc. 7Tiaa-Cref Individual & Institutional Services, LLC 7Cetera Investment Advisers LLC 6Charles Schwab & Co., Inc. 5Wells Fargo Clearing Services, LLC 5
Questions
How many financial advisors does Osaic Wealth, Inc. have in McKinney?
4 investment adviser representatives are registered at Osaic Wealth, Inc. offices in McKinney, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 7,289 nationwide. 1 list the CFP designation and 4 are also registered as broker representatives.
Is Osaic Wealth, Inc. one of the largest advisor employers in McKinney?
Osaic Wealth, Inc. ranks number 15 in McKinney by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 36.
How do I check a Osaic Wealth, Inc. advisor in McKinney?
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.