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Financial ADVSR advisor directory · SEC adviser records

Osaic Wealth, Inc. financial advisors in Plano, TX

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

The short answer

11 registered advisors work at Osaic Wealth, Inc. in Plano, out of 7,287 at the firm nationwide; it ranks number 21 in the city by advisors. 2 list the CFP designation and 10 are also registered broker representatives.

Osaic Wealth, Inc. advisors in Plano, 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 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 Plano

All Plano advisors →

Fisher Investments 1,880Vanguard Advisers, Inc. 230J.P. Morgan Securities LLC 212Strategic Advisers LLC 50UBS Financial Services Inc. 49Ameriprise Financial Services, LLC 48Morgan Stanley 39Edward Jones 31Transamerica Financial Advisors, LLC 31LPL Financial LLC 29Charles Schwab & Co., Inc. 27LPL Enterprise, LLC 27

Questions

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

11 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Plano, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 7,287 nationwide. 2 list the CFP designation and 10 are also registered as broker representatives.

Is Osaic Wealth, Inc. one of the largest advisor employers in Plano?

Osaic Wealth, Inc. ranks number 21 in Plano by registered advisors; Fisher Investments has the most, with 1,880.

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

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.