Tisa Osborne, financial advisor Peachtree City GA

Tisa Osborne

CRD Number: 6398216
Current Firm: Osborne Financial Planning LLC

Tisa Osborne (CRD# 6398216) is an Investment Advisor Representative working at Osborne Financial Planning LLC in Peachtree City, GA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Osborne Financial Planning LLC Peachtree City, GA Jan 2019 - Current 5
Lincoln Investment Planning Wyncote, PA Oct 2014 - Dec 2018 4
Allergan Irvine, CA Sep 2012 - Oct 2014 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2015
S65 NASAA Investment Advisors Law Examination Nov 2014
Contact Info for Tisa B. Osborne
Phone Number: 404 850-2059
Firm Website: http://www.osbornefp.com
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States

GA

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