Latrica Birgan
Advisor at Osaic Advisory Services, LLC — Huntsville, AL
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.
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.
Credentials
Series 65, Series 63
Experience Industry experience
6 years
Location
Huntsville, AL 35816
Osaic Advisory Services, LLC
Enterprise
Latrica Birgan is a financial advisor at Osaic Advisory Services, LLC with six years of industry experience. She holds the Series 65 and Series 63 designations and has previously worked at PFS Investments Inc., Triad Advisors, and Primerica Financial Services. In addition to her advisory work, she serves as an adjunct mathematics instructor at Liberty University and Calhoun Community College and is a member of the board of directors for The Rouge Foundation. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension plans, corporations, and nonprofit entities. The firm provides a range of services such as investment management, financial planning, and retirement plan consulting, utilizing multiple program models and proprietary and third-party platforms.
Based on Osaic Advisory Services, LLC
Fixed fees up to $25,000 for financial planning and consulting services; fixed fees for retirement plan consulting services from $1,000 to $100,000
$0+: up to 2.50% annually on Ally and Counsel Programs (negotiable) $0+: up to 3.00% annually on Plan Participant Retirement Program (negotiable, can be fixed % or tiered schedule)
Commissions earned by Advisory Representatives acting as registered representatives of Osaic Wealth when purchasing securities or insurance products
Hourly fees ranging from $0 to $750 per hour for financial planning and consulting services; hourly rates of $50 to $300 per hour for retirement plan consulting services
Minimum fee: Minimum service fee which is the greater of $30 or up to 0.15% annually assessed per account to the advisor Fee-only: Fixed fees up to $25,000 for financial planning and consulting services; hourly fees ranging from $0 to $750 per hour (not exceeding $25,000 total); retirement plan consulting fees can be fixed fee ($1,000 - $100,000), hourly ($50 - $300 per hour), or basis points up to 1.25%
Huntsville, AL
515 Sparkman Dr
Huntsville AL 35816
Advisors at this office
1
Alabama
6 years of industry experience
OSAIC
2024 - Present • 2 years
Huntsville, AL
Triad Hybrid Solutions
2023 - Present • 3 years
Norcross, GA
Triad Advisors
2023 - 2024 • 1 year
Norcross, GA
PFS Investments Inc.
2020 - 2023 • 3 years
Huntsville, AL
Liberty university
2014 - Present • 12 years
Lunchburg, VA
Primerica Financial Services
2001 - 2023 • 22 years
Huntsville, AL
Calhoun Community College
2000 - 2026 • 26 years
Decatur, AL
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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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.
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