Adam Osiason (CRD# 7853148) is an Investment Advisor Representative working at Reilly, Fisher & Solomon Investment Advisors, Inc. in Tampa, FL and has 1 year of experience in the finance industry. Adam Osiason has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 3229164
Commonwealth Financial Network
CRD# 5969810
Cambridge Investment Research Advisors, Inc.
CRD# 843581
Financial Guidance Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Reilly Fisher & Solomon Pa | Tampa, FL | Aug 2020 - Current | 3 |
| Stanley Chair Company | Tampa, FL | Jan 2018 - Dec 2022 | 4 |
| Vanderbilt University Owen Graduate School Of Management | Nashville, TN | Aug 2019 - May 2020 | < 1 |
| Reilly Fisher & Solomon Pa | Tampa, FL | Jan 2020 - Mar 2020 | < 1 |
| Xtreme Juice | Tampa, FL | Feb 2019 - May 2019 | < 1 |
| University Of Miami Miller School Of Medicine | Miami, FL | Aug 2014 - May 2019 | 4 |
| N/a | Tampa, FL | Jun 2014 - Jul 2014 | < 1 |
| Vanderbilt University | Nashville, TN | Jan 2014 - May 2014 | < 1 |
- FL
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
FL
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