Financial ADVSR advisor directory · SEC adviser records
Osaic Wealth, Inc. financial advisors in Richardson, TX
Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in Richardson, A to Z.
8 registered advisors work at Osaic Wealth, Inc. in Richardson, out of 7,289 at the firm nationwide; it ranks number 8 in the city by advisors. 2 list the CFP designation and 8 are also registered broker representatives.
Osaic Wealth, Inc. advisors in Richardson, A to Z
Every Osaic Wealth, Inc. advisor →- Elmo E. Cure IIIAlso a broker rep
- Evan S. CureCertified Financial Planner · Also a broker rep
- Nicole C. HamburgAlso a broker rep
- Eric L. McMurdieAlso a broker rep
- Suzanna PasseyAlso a broker rep
- John E. PesanoAlso a broker rep
- Taylor L. SheaAlso a broker rep
- William A. SheaCertified Financial Planner, Chartered Financial Consultant · 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 Richardson
All Richardson advisors →Ameriprise Financial Services, LLC 22Lemnis Capital 12Cetera Investment Advisers LLC 11J.P. Morgan Securities LLC 11State Farm Investment Management Corp. 11Edward Jones 9Generational Wealth Advisors 9LPL Financial LLC 749 Financial 5Dhl Wealth Management LLC 5Orion Wealth Management LLC 5Strategic Advisers LLC 5
Questions
How many financial advisors does Osaic Wealth, Inc. have in Richardson?
8 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Richardson, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 7,289 nationwide. 2 list the CFP designation and 8 are also registered as broker representatives.
Is Osaic Wealth, Inc. one of the largest advisor employers in Richardson?
Osaic Wealth, Inc. ranks number 8 in Richardson by registered advisors; Ameriprise Financial Services, LLC has the most, with 22.
How do I check a Osaic Wealth, Inc. advisor in Richardson?
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.