Heather
Buckridge
Osaic Advisory Services, LLC
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About this Advisor
Heather Buckridge is a financial advisor based in Atlanta, Georgia, working with Osaic Advisory Services, LLC. Heather has previously held positions at United Capital Financial Advisers, LLC, Girard Securities, Inc, Cetera Advisor Networks LLC, Goldman Sachs, Triad Advisors, and Triad Hybrid Solutions. Heather has passed the Series 66, Series 65, and Series 63 regulatory exams and is registered to provide services in Florida and Texas. Currently, Heather is part of Osaic Advisory Services, LLC, which operates out of Atlanta, Georgia. The firm has 155 offices and 2,582 employees. The firm manages assets totaling $4.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Osaic Advisory Services, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Osaic Advisory Services, LLC Brokerage Details
$4,938,711,328
2,582
20,269
$243,658
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Heather Buckridge Work History
Triad Advisors
Triad Hybrid Solutions
Goldman Sachs
Cetera Advisor Networks LLC
United Capital Financial Advisers, LLC
Girard Securities, Inc
Disclosures
Please visit the SEC profile of Heather Buckridge to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Osaic Advisory Services, LLC
Atlanta, GA
Allentown, PA
Atlanta, GA
Knoxville, TN
Atlanta, GA
Allentown, PA
Houston, TX
Atlanta, GA
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