Henry
Peeler
Osaic Wealth, Inc
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About this Advisor
Henry Peeler is a financial advisor based in Dallas, Texas, working with Osaic Wealth, Inc. Henry has previously held positions at Investacorp, Inc, Prudential Securities, LLC, Nfp Securities, Highland Capital, Securities America Advisors, Inc, Osaic Wealth, Inc, and Securities America, Inc. Henry has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arizona and Texas. Currently, Henry is part of Osaic Wealth, Inc, which operates out of Dallas, Texas. 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
Henry Peeler Work History
Osaic Wealth, Inc
Osaic Wealth, Inc
Securities America Advisors, Inc
Securities America, Inc
Highland Capital
Investacorp, Inc
Nfp Securities
Prudential Securities, LLC
Disclosures
Please visit the SEC profile of Henry Peeler 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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