Financial ADVSR advisor directory · SEC adviser records
Osaic Wealth, Inc. financial advisors in Round Rock, TX
Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in Round Rock, A to Z.
The short answer
3 registered advisors work at Osaic Wealth, Inc. in Round Rock, out of 7,289 at the firm nationwide; it ranks number 8 in the city by advisors. 2 list the CFP designation and 3 are also registered broker representatives.
Osaic Wealth, Inc. advisors in Round Rock, A to Z
Every Osaic Wealth, Inc. advisor →- Bruce P. BessnerCertified Financial Planner · Also a broker rep
- Jeffrey D. BrechtAlso a broker rep
- Donna B. ParkerCertified 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 Round Rock
All Round Rock advisors →Edward Jones 12State Farm Investment Management Corp. 7Ameriprise Financial Services, LLC 6LPL Financial LLC 5Greenbelt Investment Advisors, LLC 4J.P. Morgan Securities LLC 3Merrill Lynch, Pierce, Fenner & Smith Incorporated 3Symphony Retirement Partners LLC 3Tnt Asset Management, LLC 3Wells Fargo Clearing Services, LLC 3
Questions
How many financial advisors does Osaic Wealth, Inc. have in Round Rock?
3 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Round Rock, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 7,289 nationwide. 2 list the CFP designation and 3 are also registered as broker representatives.
Is Osaic Wealth, Inc. one of the largest advisor employers in Round Rock?
Osaic Wealth, Inc. ranks number 8 in Round Rock by registered advisors; Edward Jones has the most, with 12.
How do I check a Osaic Wealth, Inc. advisor in Round Rock?
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.