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
Derek Parsons (CRD# 5903711) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in Kirkland, WA and has over 12 years of experience in the finance industry.
George Parsons (CRD# 7052478) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in Atlanta, GA and has over 5 years of experience in the finance industry.
Timothy Pashley (CRD# 1869052) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in Atlanta, GA and has over 35 years of experience in the finance industry.
Robert Pearl (CRD# 6024493) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in Troy, MI and has over 11 years of experience in the finance industry.
Jared Remesz (CRD# 6486082) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in Bloomfield Hills, MI and has over 8 years of experience in the finance industry.
Gregory Richards (CRD# 4005962) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in Hummelstown, PA and has over 24 years of experience in the finance industry.
Mark Robare (CRD# 1057899) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in Atlanta, GA and has over 37 years of experience in the finance industry.
Stanley Robare (CRD# 5675435) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in Houston, TX and has over 14 years of experience in the finance industry.
Wade Roberts (CRD# 2252311) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in Kennesaw, GA and has over 28 years of experience in the finance industry.
Daniel Rodriguez (CRD# 5207851) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in Plantation, FL and has over 17 years of experience in the finance industry.