Richard
Waters
Osaic Institutions, Inc
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About this Advisor
Richard Waters is a financial advisor based in Zephyrhills, Florida, working with Osaic Institutions, Inc. Richard has previously held positions at Infinex Investments, Centennial Bank, Ameriprise Financial Services, and Infinex Investments, Inc. Richard has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Florida. Currently, Richard is part of Osaic Institutions, Inc, which operates out of Zephyrhills, Florida. The firm has 557 offices and 722 employees. The firm manages assets totaling $3.6 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Osaic Institutions, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Osaic Institutions, Inc Brokerage Details
$3,626,644,800
722
8,478
$427,771
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Richard Waters Work History
Infinex Investments, Inc
Ameriprise Financial Services
Infinex Investments
Centennial Bank
Disclosures
Please visit the SEC profile of Richard Waters to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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