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Eric E Britton

Advisor at OSAIC Institutions, INC. — Punxsutawney, PA

Updated today

Credentials

Series 63, Series 65

Experience

20 years

Location

Punxsutawney, PA 15767

OSAIC Institutions, INC. logo

OSAIC Institutions, INC.

Enterprise

Total advisors

542

Across 354 offices

Clients per advisor

29 Very Low

Avg AUM per client

$308,738 Low

HNW client ratio

0% Very Low

About

Eric Britton is a financial advisor with OSAIC Institutions, INC. holding Series 63 and Series 65 credentials and has 20 years of industry experience. He has worked at Infinex Investments, Inc. since 2015 and at First Commonwealth Insurance/Advisors since 2002. Britton also dedicates time to the First Commonwealth Bank Trust Division providing trust services. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and a platform that includes lending solutions and third-party asset manager referrals.

Client services

Based on OSAIC Institutions, INC.

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Solicitation services for other advisers

Expertise

Based on OSAIC Institutions, INC.

Annuities Tax-loss harvesting

Occupation focus

Based on OSAIC Institutions, INC.

Founder/Business Owner Executive

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Fee options

Fixed

Fixed or flat fees for financial planning and consulting services up to $25,000 or more for high net worth individuals.

Percentage

$0+: Up to 2.50%, negotiable (maximum advisory fee) for customized advisory services $0+: Up to 1.25% for ERISA plan services, negotiable $10,000+: Minimum for AMP wrap fee program $5,500+: Minimum for UMA wrap fee program

Commissions

Commissions earned by IARs when selling securities or insurance products as broker-dealer representatives; may receive trail fees and other compensation.

Project-based

Hourly fees generally range from $50 to $750 per hour for financial planning and consulting services.

Other

Minimum fee: Fixed or flat fees for financial planning and consulting services generally range up to $25,000, can exceed for high net worth individuals; hourly fees generally range from $50 - $750 per hour, not exceeding $25,000 annually. Fee-only: Financial planning and consulting services offered for fixed fees or hourly charges; no commissions charged for these advisory services.

Location

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Punxsutawney, PA

573 West Mahoning Street

Punxsutawney PA 15767

Advisors at this office

1

Most active in

Pennsylvania

Work history

20 years of industry experience

Infinex Investments, Inc.

2015 - Present • 11 years

Meriden, CT

FIRST COMMONWEALTH INSURANCE/Advisors

2002 - Present • 24 years

Indiana, PA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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David H

Series 65

Dubois, PA

City Center Advisors, LLC

David Hardin is a financial advisor at City Center Advisors, LLC with six years of industry experience. He holds a Series 65 designation and is also a member of Einsteinian AI LLC, a non-investment-related business. Hardin has been involved with City Center Advisors and affiliated entities since 2016. City Center Advisors provides discretionary investment management, financial planning, and retirement plan services to individuals, businesses, and qualified retirement plans. The firm utilizes Modern Portfolio Theory and offers a unified managed account program that incorporates model portfolios, third-party managers, and sub-advisors.

Options & derivatives strategies
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Shawn A

CFP®, Series 63, Series 65

DuBois, PA

Empower Advisory Group

Shawn Amblod is a CFP® professional with 18 years of experience in financial advising. He is currently with Empower Advisory Group and has worked previously at firms including LPL Financial LLC, GWFS Equities Inc., and Advised Assets Group LLC. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns, annual rebalancing, and clients’ savings rates.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Mark L

Series 63, Series 65

Dayton, PA

Private Advisor Group, LLC

Mark Luchesa is a financial advisor with Private Advisor Group, LLC and holds Series 63 and Series 65 credentials. He has 31 years of industry experience and has been with Private Advisor Group since 2011. He also operates Marcello Wealth Management, Inc., where he is involved with life and health fixed annuities. Additionally, Luchesa serves on the board of the Marcello Charitable Trust. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, providing a range of portfolio management and financial planning services. The firm employs a fiduciary-based advisory model, utilizing both proprietary and third-party investment platforms to deliver customized solutions.

Annuities Founder/Business Owner
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Michael M

Series 63

Punxsutawney, PA

Ameritas Advisory Services, LLC

Michael Mumau is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and possessing 42 years of industry experience. His career includes roles at Swift Kennedy & Associates and Underwriters Brokerage, among others. Outside of his advisory work, he is a part owner of Punx’y Beverage Company, which sells cider, mead, and wine. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers asset management, financial planning, and retirement plan advisory through various program platforms and leverages third-party managers and technology to customize portfolios.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Charitable giving & philanthropy Founder/Business Owner Retired Mid-Career Professionals
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Stephanie S

Series 63, Series 65

Dubois, PA

OSAIC

Stephanie Sedor is a financial advisor at OSAIC with five years of industry experience. She has previously worked at Woodbury Financial Services and Robert Javens Financial Advisors & Wealth Strategies. Outside of her advisory role, she is a member of the Rotary Club of Dubois and has experience working in a family-owned greenhouse. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a range of investment options and utilizes various tools and third-party platforms to support portfolio construction and management.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Anthony T

Series 63, Series 65

Dubois, PA

Cetera

Anthony Torretti is a financial advisor at Cetera with 23 years of industry experience. He holds Series 63 and Series 65 designations and has been affiliated with Cetera and its related entities since 2013. Cetera Investment Advisers LLC serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management and retirement services, overseeing more than $256 billion in assets under management.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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