Financial ADVSR advisor directory · SEC adviser records
Osaic Advisory Services, LLC financial advisors in Spokane, WA
Every SEC-registered investment adviser representative at a Osaic Advisory Services, LLC office in Spokane, A to Z.
3 registered advisors work at Osaic Advisory Services, LLC in Spokane, out of 329 at the firm nationwide; it ranks number 44 in the city by advisors. 0 list the CFP designation and 3 are also registered broker representatives.
Osaic Advisory Services, LLC advisors in Spokane, A to Z
Every Osaic Advisory Services, LLC advisor →- James E. BellAlso a broker rep
- Dean S. McKenzieAlso a broker rep
- Chris D. MorinAlso a broker rep
Osaic Advisory Services, LLC advisors in every city and state →Osaic Advisory Services, LLC: assets, clients and custodians →Osaic news and advisor moves →Advisor Moves: who changed firms this week →
Osaic Advisory Services, LLC advisors in other cities
Atlanta, GA 74Mayfield Hts, OH 11Omaha, NE 11Scottsdale, AZ 8Aurora, OH 7Meridian, ID 7Pocatello, ID 7Colorado Springs, CO 5Frankfort, KY 5Plantation, FL 5The Woodlands, TX 5Appleton, WI 4Auburn, AL 4Gettysburg, PA 4Houston, TX 4
Other firms in Spokane
All Spokane advisors →LPL Financial LLC 51Edward Jones 28Merrill Lynch, Pierce, Fenner & Smith Incorporated 28Wells Fargo Clearing Services, LLC 22D.A. Davidson & Co. 18Ameriprise Financial Services, LLC 17Columbia Advisory Partners, LLC 16Thrivent Investment Management Inc. 16RBC Capital Markets, LLC 15Raymond James Financial Services Advisors, Inc. 15Morgan Stanley 14Quantum Financial Planning Services, Inc. 14
Questions
How many financial advisors does Osaic Advisory Services, LLC have in Spokane?
3 investment adviser representatives are registered at Osaic Advisory Services, LLC offices in Spokane, Washington, according to the SEC's Investment Adviser Public Disclosure records, out of 329 nationwide. 0 list the CFP designation and 3 are also registered as broker representatives.
Is Osaic Advisory Services, LLC one of the largest advisor employers in Spokane?
Osaic Advisory Services, LLC ranks number 44 in Spokane by registered advisors; LPL Financial LLC has the most, with 51.
How do I check a Osaic Advisory Services, LLC advisor in Spokane?
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 Advisory Services, LLC 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.