Jerry Cline, financial advisor Salem SC

Jerry Cline

CRD Number: 1350020
Current Firm: Osaic Wealth, Inc.

Jerry Cline (CRD# 1350020) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Salem, SC and has over 35 years of experience in the finance industry.

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Company Name Location Dates Years
Royal Alliance Associates, Inc. Seabrook Island, SC Jan 2016 - Current 8
Sterne Agee Investment Advisor Services, Inc. Birmingham, AL Jan 2015 - Dec 2015 < 1
Sterne Agee Financial Services, Inc. Seabrook Island, SC Sep 2014 - Dec 2015 1
Wrp Investments, Inc. Youngstown, OH Mar 2012 - Dec 2015 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1988
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Jerry L. Cline
Phone Number: 800-821-5100 EXT. 5389
Registered State(s):
  • OH
  • SC
By the Numbers
  • Total Assets Under Management
    29,536
    MILLIONS
  • Total Number of Accounts
    149,233
    ACCOUNTS
  • Average Account Value
    $197,920
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
  • 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
Types of Clients
Registered States

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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