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).

By the Numbers
  • Total Assets Under Management
    4,939
    MILLION
  • Total Number of Accounts
    20,269
    ACCOUNTS
  • Average Account Value
    $243,658
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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Osaic Advisory Services, LLC
Showing 41 - 50 of 139 top financial advisors.
41
Robert W. Hamm
CRD#: 6518283
2300 Windy Ridge Parkway, Suite 750, Atlanta, GA 30339

Robert Hamm (CRD# 6518283) 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.

42
Jesse G. Hansford
CRD#: 5461079
242 South Pleasantburg Drive, Greenville, SC 29607

Jesse Hansford (CRD# 5461079) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in Greenville, SC and has over 16 years of experience in the finance industry.

43
Antwone M. Harris
CRD#: 4642598
1200 G. St Nw, Suite 844, Washington, DC 20005

Antwone Harris (CRD# 4642598) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in Washington, DC and has over 20 years of experience in the finance industry.

44
Lester O. Hay
CRD#: 1211070
5875 Lehman Dr, #200, Colorado Springs, CO 80918

Lester Hay (CRD# 1211070) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in Colorado Springs, CO and has over 35 years of experience in the finance industry.

45
Daniel G. Head
CRD#: 1021497
2280 Valley Vista Road, Suite A, Knoxville, TN 37932

Daniel Head (CRD# 1021497) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in Knoxville, TN and has over 42 years of experience in the finance industry.

46
Bruce D. Hermann
CRD#: 2399318
505 Lakeview Avenue, Milford, DE 19963

Bruce Hermann (CRD# 2399318) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in Milford, DE and has over 30 years of experience in the finance industry.

47
David W. Hoffmann
CRD#: 2946293
2300 Windy Ridge Parkway, Suite 750, Atlanta, GA 30339

David Hoffmann (CRD# 2946293) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in Atlanta, GA and has over 26 years of experience in the finance industry.

48
Anthony W. Hosfeld
CRD#: 2834666
1050 Crown Pointe Pky, Suite 500, Atlanta, GA 30338

Anthony Hosfeld (CRD# 2834666) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in Atlanta, GA and has over 27 years of experience in the finance industry.

49
David W. Hudson
CRD#: 4635529
3306 Clays Mill Road, Suite 101, Lexington, KY 40503

David Hudson (CRD# 4635529) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in Lexington, KY and has over 20 years of experience in the finance industry.

50
Cecile E. Hult
CRD#: 5563127
2300 Windy Ridge Parkway, Suite 750, Atlanta, GA 30339

Cecile Hult (CRD# 5563127) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in Atlanta, GA and has over 14 years of experience in the finance industry.

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