Financial ADVSR advisor directory · SEC adviser records
Osaic Wealth, Inc. financial advisors in Leesburg, VA
Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in Leesburg, A to Z.
The short answer
4 registered advisors work at Osaic Wealth, Inc. in Leesburg, out of 7,287 at the firm nationwide; it ranks number 12 in the city by advisors. 2 list the CFP designation and 4 are also registered broker representatives.
Osaic Wealth, Inc. advisors in Leesburg, A to Z
Every Osaic Wealth, Inc. advisor →- Peter J. ChipourasCertified Financial Planner · Also a broker rep
- Cortney HeykoopAlso a broker rep
- Mark C. HughesAlso a broker rep
- Arthur H. McGonigal Jr.Certified 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 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 Leesburg
All Leesburg advisors →Amj Financial Wealth Management LLC 16Centaurus Financial, Inc. 15Merrill Lynch, Pierce, Fenner & Smith Incorporated 11Ameriprise Financial Services, LLC 9Toth Financial Advisory Corp. 9Strategic Advisers LLC 8Charles Schwab & Co., Inc. 7Steigerwald, Gordon & Koch - Wealth Advisors 6Edward Jones 5LPL Financial LLC 4Morgan Stanley 4State Farm Investment Management Corp. 4
Questions
How many financial advisors does Osaic Wealth, Inc. have in Leesburg?
4 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Leesburg, Virginia, according to the SEC's Investment Adviser Public Disclosure records, out of 7,287 nationwide. 2 list the CFP designation and 4 are also registered as broker representatives.
Is Osaic Wealth, Inc. one of the largest advisor employers in Leesburg?
Osaic Wealth, Inc. ranks number 12 in Leesburg by registered advisors; Amj Financial Wealth Management LLC has the most, with 16.
How do I check a Osaic Wealth, Inc. advisor in Leesburg?
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.