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).
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Total Assets Under Management4,939MILLION
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Total Number of Accounts20,269ACCOUNTS
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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
David Michalk (CRD# 2951513) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in Albuquerque, NM and has over 26 years of experience in the finance industry.
Barbara Million (CRD# 4212576) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in Atlanta, GA and has over 23 years of experience in the finance industry.
Keith Mooney (CRD# 2562218) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in Atlanta, GA and has over 29 years of experience in the finance industry.
Karl Moore (CRD# 2749207) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in Yakima, WA and has over 27 years of experience in the finance industry.
Gerald Nackers (CRD# 2017730) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in Appleton, WI and has over 34 years of experience in the finance industry.
Monica Narvaez (CRD# 1790398) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in El Paso, TX and has over 36 years of experience in the finance industry.
Dianne Nolin (CRD# 2181092) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in Vienna, VA and has over 32 years of experience in the finance industry.
Kathryn Oswald (CRD# 4351886) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in Wilmington, NC and has over 22 years of experience in the finance industry.
Michael Papa (CRD# 2110122) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in Colorado Springs, CO and has over 33 years of experience in the finance industry.
Michael Parrott (CRD# 6546160) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in Atlanta, GA and has over 8 years of experience in the finance industry.