Marianne Regan (CRD# 5047705) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Philomath, OR and has over 13 years of experience in the finance industry.
CRD# 5619235
Raymond James Financial Services Advisors, Inc.
CRD# 2948151
Spectrum Strategic Capital Management, LLC
CRD# 6225083
Avantax Advisory Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Royal Alliance Associates, Inc. | Philomath, OR | Aug 2018 - Current | 5 |
| Petersen Investment Planning | Philomath, OR | Aug 2018 - Current | 5 |
| Royal Alliance Associates, Inc. | San Leandro, CA | Apr 2017 - Jul 2018 | 1 |
| Petersen Investment Planning | San Leandro, CA | Apr 2017 - Jul 2018 | 1 |
| Petersen Investment Planning | San Leandro, CA | Nov 2010 - Mar 2017 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2010 |
- AK
- CA
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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