Osaic Advisory Services, LLC
Osaic Advisory Services, LLC (CRD# 171070) is a financial advisory firm headquartered in Atlanta, GA. They manage $4,938,711,328 in 20,269 accounts and serve the financial needs of clients across 53 states (or territories).
-
Total Assets Under Management4,939MILLION
-
Total Number of Accounts20,269ACCOUNTS
-
Average Account Value$243,658
- 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
Mary Dill (CRD# 4821088) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in Bend, OR and has over 19 years of experience in the finance industry.
Brent Elliott (CRD# 2294121) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in Atlanta, GA and has over 31 years of experience in the finance industry.
Kathryn Emling (CRD# 1685065) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in Atlanta, GA and has over 36 years of experience in the finance industry.
Wilmer Fernandez Dominguez (CRD# 6401783) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in Plantation, FL and has over 8 years of experience in the finance industry.
Thomas Fitzpatrick (CRD# 5492019) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in Ocean View, NJ and has over 16 years of experience in the finance industry.
Jeremy Fortin (CRD# 6170131) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in Englewood, CO and has over 11 years of experience in the finance industry.
Paul Franco (CRD# 2454369) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in Pueblo, CO and has over 30 years of experience in the finance industry.
Robert Freeman (CRD# 3083403) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in Naples, FL and has over 20 years of experience in the finance industry.
Wesley Frierson (CRD# 4562335) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in Seneca, SC and has over 20 years of experience in the finance industry.
Kyle Gabhart (CRD# 6419406) is a Financial Advisor working at Edward Jones in Keller, TX.