Advisor at Osaic Advisory Services, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Osaic Advisory Services, LLC
Location
Atlanta, GA 30339
Credentials
Series 63, Series 65, Series 66
Industry experience
37 years
Flat fees may be charged for financial planning and consulting services, negotiated per agreement.
$0+: Negotiable up to 2.50% annually (maximum annual fee) N/A - N/A: Fees may be tiered or flat or linear, negotiable by client and Advisory Representative
Advisory Representatives may receive commissions on securities or insurance products sold through affiliated broker-dealer or insurance agents.
Financial planning and consulting services may be charged on an hourly basis, negotiated per engagement.
Fee-only: Advisory fees based on assets under management, negotiable, with maximum up to 2.50% annually for Ally and Counsel Programs. Also fixed fees for consulting services negotiated per engagement.
Osaic Advisory Services, LLC
2024 - Present (2 years)
Osaic Wealth, Inc.
2024 - Present (2 years)
Arbor Point Advisors
2020 - 2024 (4 years)
Securities America, inc.
2020 - 2024 (4 years)
Kms Financial Services, Inc
2011 - 2020 (9 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
CFP®, Series 66
Terrell, TX
Edward Jones
Series 66
Rockwall, TX
Edward Jones
Series 66
Heath, TX
Edward Jones
Series 63, Series 66
Rockwall, TX
Fidelity
Rick Egan is a Financial Consultant I at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments in various roles since 2007, including Planning Consultant, Workplace Planning Consultant, Investment Consultant, Financial Representative, Premium Services Representative, and Service Representative. He also worked as a Financial Consultant at Charles Schwab from 2011 to 2012. Rick's approach to financial planning involves understanding the unique circumstances of each client to co-create and maintain personalized financial plans. He aims to serve as a trusted advisor to help clients adjust their plans as life changes. Outside of his professional work, Rick's personal interests include baseball, family activities, fitness, golf, parenthood, and scuba diving.
Series 63, Series 66
Forney, TX
Fidelity
Cameron Whiteside is a Planning Consultant at Fidelity Investments, a role he has held since 2025. In this capacity, he works with individuals and families to develop personalized financial strategies that align with their goals and values. Prior to this position, Cameron served as a Central Relationship Manager at Fidelity Investments from 2023 to 2025. He began his career as a Stock Broker at Charles Schwab from 2021 to 2023. Cameron holds an AR Insurance License, which complements his expertise in financial planning and client advisory services. Outside of his professional work, he has interests in fitness, movies, outdoor adventures, parenthood, snowboarding, and traveling.
Series 66
Rockwall, TX
Edward Jones
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