Financial ADVSR advisor directory · SEC adviser records
Osaic Wealth, Inc. financial advisors in Southlake, TX
Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in Southlake, A to Z.
The short answer
3 registered advisors work at Osaic Wealth, Inc. in Southlake, out of 7,289 at the firm nationwide; it ranks number 30 in the city by advisors. 0 list the CFP designation and 3 are also registered broker representatives.
Osaic Wealth, Inc. advisors in Southlake, A to Z
Every Osaic Wealth, Inc. advisor →- Gloria H. HomansAlso a broker rep
- Robert L. KnousAlso a broker rep
- Sandra P. MestellerAlso 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 Southlake
All Southlake advisors →Merrill Lynch, Pierce, Fenner & Smith Incorporated 31Strategic Advisers LLC 27Wells Fargo Clearing Services, LLC 20Edward Jones 19Charles Schwab & Co., Inc. 15Ameriprise Financial Services, LLC 14Morgan Stanley 14Cetera Investment Advisers LLC 11Cwm, LLC 9J.P. Morgan Securities LLC 9LPL Financial LLC 8Raymond James & Associates, Inc. 8
Questions
How many financial advisors does Osaic Wealth, Inc. have in Southlake?
3 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Southlake, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 7,289 nationwide. 0 list the CFP designation and 3 are also registered as broker representatives.
Is Osaic Wealth, Inc. one of the largest advisor employers in Southlake?
Osaic Wealth, Inc. ranks number 30 in Southlake by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 31.
How do I check a Osaic Wealth, Inc. advisor in Southlake?
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.