Financial ADVSR advisor directory · SEC adviser records
Osaic Wealth, Inc. financial advisors in Richmond, VA
Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in Richmond, A to Z.
The short answer
18 registered advisors work at Osaic Wealth, Inc. in Richmond, out of 7,289 at the firm nationwide; it ranks number 17 in the city by advisors. 6 list the CFP designation and 18 are also registered broker representatives.
Osaic Wealth, Inc. advisors in Richmond, A to Z
Every Osaic Wealth, Inc. advisor →- Matthew D. BrothertonAlso a broker rep
- Daniel C. CaffreyCertified Financial Planner, Chartered Financial Consultant · Also a broker rep
- Daniel A. CaldwellAlso a broker rep
- Hugh D. CarterAlso a broker rep
- Catherine L. DanfordCertified Financial Planner · Also a broker rep
- Ernest L. Davidson Jr.Also a broker rep
- Kenneth P. Gross IICertified Financial Planner, Chartered Financial Consultant · Also a broker rep
- Joshua A. HutchinsonAlso a broker rep
- Paul E. JorgensenAlso a broker rep
- Paul M. KellyAlso a broker rep
- Alex Navarro MarquezAlso a broker rep
- Kristopher T. OlexyCertified Financial Planner · Also a broker rep
- Jason G. PrudenCertified Financial Planner, Chartered Financial Consultant · Also a broker rep
- Mark R. Puccinelli Sr.Chartered Financial Consultant · Also a broker rep
- Matthew P. SirpisAlso a broker rep
- Dennis R. ThrockmortonAlso a broker rep
- Sara K. VickCertified Financial Planner · Also a broker rep
- Jacob WellsAlso 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 Richmond
All Richmond advisors →Davenport & Company LLC 148Wells Fargo Clearing Services, LLC 113Truist Advisory Services, Inc. 79Morgan Stanley 49Merrill Lynch, Pierce, Fenner & Smith Incorporated 42Raymond James & Associates, Inc. 38Wells Fargo Advisors Financial Network, LLC 34Ameriprise Financial Services, LLC 30LPL Financial LLC 27Riverfront Investment Group, LLC 27The London Company Of Virginia 24Janney Montgomery Scott LLC 22
Questions
How many financial advisors does Osaic Wealth, Inc. have in Richmond?
18 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Richmond, Virginia, according to the SEC's Investment Adviser Public Disclosure records, out of 7,289 nationwide. 6 list the CFP designation and 18 are also registered as broker representatives.
Is Osaic Wealth, Inc. one of the largest advisor employers in Richmond?
Osaic Wealth, Inc. ranks number 17 in Richmond by registered advisors; Davenport & Company LLC has the most, with 148.
How do I check a Osaic Wealth, Inc. advisor in Richmond?
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.