Ian Osborn, financial advisor Ashburn VA
88 score

Ian Osborn

CRD Number: 6365274
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Ian Osborn (CRD# 6365274) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Ashburn, VA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Leesburg, VA Mar 2015 - Current 1
Merrill Lynch, Pierce, Fenner, & Smith Incorporated Leesburg, VA Jun 2014 - Current 2
Unemployed Atlanta, GA Mar 2013 - Jun 2014 1
Fema Winchester, VA Oct 2012 - Mar 2013 < 1
James Madsion University Harrisonburg, VA Aug 2008 - Dec 2012 4
Local Chop & Grill House Harrisonburg, VA Oct 2009 - Jul 2012 2
Red Lobster Winchester, VA May 2007 - Aug 2008 1
Millbrook High School Winchester, VA Aug 2005 - May 2008 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2014
Contact Info for Ian A. Osborn
Phone Number: 800-637-7455
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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