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Financial ADVSR advisor directory · SEC adviser records

Osaic Wealth, Inc. financial advisors in Roanoke, VA

Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in Roanoke, A to Z.

8 registered advisors work at Osaic Wealth, Inc. in Roanoke, out of 7,289 at the firm nationwide; it ranks number 14 in the city by advisors. 0 list the CFP designation and 8 are also registered broker representatives.

Osaic Wealth, Inc. advisors in Roanoke, A to Z

Every Osaic Wealth, Inc. advisor →

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 Roanoke

All Roanoke advisors →

Wells Fargo Clearing Services, LLC 45Equitable Advisors, LLC 22Davenport & Company LLC 20LPL Financial LLC 20Equity Services, Inc. 17Commonwealth Financial Network 15Edward Jones 15Merrill Lynch, Pierce, Fenner & Smith Incorporated 15Truist Advisory Services, Inc. 14Morgan Stanley 12Ameriprise Financial Services, LLC 10Janney Montgomery Scott LLC 10

Questions

How many financial advisors does Osaic Wealth, Inc. have in Roanoke?

8 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Roanoke, Virginia, according to the SEC's Investment Adviser Public Disclosure records, out of 7,289 nationwide. 0 list the CFP designation and 8 are also registered as broker representatives.

Is Osaic Wealth, Inc. one of the largest advisor employers in Roanoke?

Osaic Wealth, Inc. ranks number 14 in Roanoke by registered advisors; Wells Fargo Clearing Services, LLC has the most, with 45.

How do I check a Osaic Wealth, Inc. advisor in Roanoke?

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.