Financial ADVSR advisor directory · SEC adviser records
Osaic Wealth, Inc. financial advisors in Morgantown, WV
Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in Morgantown, A to Z.
The short answer
5 registered advisors work at Osaic Wealth, Inc. in Morgantown, out of 7,289 at the firm nationwide; it ranks number 3 in the city by advisors. 1 list the CFP designation and 5 are also registered broker representatives.
Osaic Wealth, Inc. advisors in Morgantown, A to Z
Every Osaic Wealth, Inc. advisor →- Erin L. IannoneAlso a broker rep
- Emma N. RussellAlso a broker rep
- Jason D. WallsAlso a broker rep
- Rachel M. WoodAlso a broker rep
- Tressa R. WoodCertified Financial Planner · 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 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 Morgantown
All Morgantown advisors →LPL Financial LLC 9Edward Jones 8Ameriprise Financial Services, LLC 4Tiaa-Cref Individual & Institutional Services, LLC 4Centaurus Financial, Inc. 3Equitable Advisors, LLC 3Park Avenue Securities LLC 3Truist Advisory Services, Inc. 3
Questions
How many financial advisors does Osaic Wealth, Inc. have in Morgantown?
5 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Morgantown, West Virginia, according to the SEC's Investment Adviser Public Disclosure records, out of 7,289 nationwide. 1 list the CFP designation and 5 are also registered as broker representatives.
Is Osaic Wealth, Inc. one of the largest advisor employers in Morgantown?
Osaic Wealth, Inc. ranks number 3 in Morgantown by registered advisors; LPL Financial LLC has the most, with 9.
How do I check a Osaic Wealth, Inc. advisor in Morgantown?
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.