Owen
Hand
Osaic Wealth, Inc
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About this Advisor
Owen Hand is a financial advisor based in Beaufort, South Carolina, working with Osaic Wealth, Inc. Owen has previously held positions at Owen Hand And Co, Owen Hand & Co LTD, Hand & Tanner Financial Group Inc, Invest Financial Corp, and Royal Alliance. Owen has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Alabama, Connecticut, Florida, Georgia, Kentucky, Massachusetts, North Carolina, South Carolina, Texas, Utah, Virginia, and West Virginia. Currently, Owen is part of Osaic Wealth, Inc, which operates out of Beaufort, South Carolina. The firm has 1,670 offices and 6,838 employees. The firm manages assets totaling $94.6 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 Wealth, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Osaic Wealth, Inc Brokerage Details
$94,557,613,744
6,838
437,201
$216,280
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
Owen Hand Work History
Royal Alliance
Hand & Tanner Financial Group Inc
Owen Hand & Co LTD
Owen Hand And Co
Invest Financial Corp
Disclosures
Please visit the SEC profile of Owen Hand 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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