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Robert Leroy Myers

Advisor at OSAIC — Blairsville, PA

Updated today

Credentials

Series 63, Series 65

Experience

43 years

Location

Blairsville, PA 15717

OSAIC logo

OSAIC

Institution

Total advisors

7,847

Across 3,554 offices

Clients per advisor

73 Low

Avg AUM per client

$398,336 Typical

HNW client ratio

10% Low

About

Robert Myers is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He previously worked for FSC Securities Corporation for 22 years before joining OSAIC in 2023. Outside of his advisory role, he is an independent insurance agent offering fixed insurance products and owns mineral rights that generate monthly royalties. OSAIC Wealth serves a wide range of clients, including individual investors, retirement plan sponsors, charities, and corporations, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach focuses on model-based asset allocation, portfolio optimization, and flexibility in strategy implementation, supported by a complex network of affiliated entities and private-equity ownership.

Client services

Based on OSAIC

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

Expertise

Based on OSAIC

Annuities Private / alternative investments

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Fee options

Fixed

Fixed or flat fees for financial planning and consulting services generally range from $500 to $25,000, can exceed for high net worth clients.

Percentage

$0+: Up to 3% annually for Plan Participant Retirement Program $0 - Program minimum varies by investment product and manager: Advisory fees negotiable; examples include up to 1.50% annually on certain program annuities $0+: Advisory Representatives negotiate fees individually, ranging up to several percentage points depending on service and client

Commissions

Advisory Representatives receive commissions on securities and insurance product sales made through the affiliated broker-dealer.

Project-based

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

Other

Account minimum: $5,500 Minimum fee: No specific minimum fee amount disclosed; fees are negotiable and negotiated individually by Advisory Representatives. Fee-only: Financial planning and consulting services offered on hourly basis ($0 - $750/hour) or fixed fee basis (up to $25,000 or more for complex cases).

Location

See office

Blairsville, PA

155 E. Market Street, Suite 1

Blairsville PA 15717

Advisors at this office

1

Most active in

Pennsylvania · Texas

Work history

43 years of industry experience

OSAIC

2023 - Present • 3 years

Blairsville, PA

FSC securities corporation

2001 - 2023 • 22 years

Blairsville, 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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Robert R

Series 66

Latrobe, PA

Rodino Wealth Management LLC

Robert Rodino Jr. is the sole advisor at Rodino Wealth Management LLC, holding a Series 66 designation with three years of industry experience. He previously worked at Ameriprise Financial Services, LLC for two years and was self-employed prior to founding his current firm in 2025. Rodino also maintains a licensed insurance agent activity that occupies less than 10% of his time. Rodino Wealth Management LLC provides discretionary and non-discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm customizes investment programs based on client goals and risk tolerance, conducts quarterly reviews including tax-loss harvesting, and manages each account separately using Charles Schwab & Co. as custodian.

General estate planning guidance Charitable giving & philanthropy
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Ashley V

Series 63, Series 65

Greensburg, PA

TCP Asset Management, LLC

Ashley Varner is a financial advisor at TCP Asset Management, LLC with 33 years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including United Planners and H. Beck, Inc., as well as operating Varner Financial Group, Inc. and Ashley B Varner Independent Insurance. TCP Asset Management provides advisory services to individuals, high-net-worth clients, and pension and profit-sharing plans, offering portfolio management, financial planning, and estate-planning referrals through a digital platform. The firm manages assets on a discretionary basis using multiple sub-advisers and model providers and maintains an 11-office footprint with over $1 billion in client assets.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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John R

Series 63, Series 65

Greensburg, PA

TCP Asset Management, LLC

John Rutter is an associate wealth advisor at TCP Asset Management, LLC with three years of industry experience. He has previously worked at Varner Financial Group Inc. and United Planners Financial Services. His background also includes roles outside of finance, such as positions at Ohio University and Medina City Schools. TCP Asset Management serves individuals, high-net-worth clients, and pension and profit-sharing plans, providing portfolio management, financial planning, and pension consulting through a digital platform. The firm manages over $1 billion in client assets across 11 offices with a 25-advisor team and offers tailored investment strategies including a fixed-income SMA approach.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Ethan G

Series 66

Latrobe, PA

Mutual Advisors, LLC

Ethan Greek is a financial advisor with Mutual Advisors, LLC, holding a Series 66 designation and nine years of industry experience. He previously worked at BPU Investment Management, Inc. from 2016 to 2019 before joining Mutual Advisors in 2019. In addition to his advisory role, he is an independent insurance agent and a notary public. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plans, and institutional investors. The firm employs a blend of active and passive investment strategies tailored to client objectives and is notable for its scale of institutional management, overseeing approximately $9.45 billion across 154 advisors.

Annuities Options & derivatives strategies Private / alternative investments Concentrated stock management Long-term care insurance Founder/Business Owner
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Ronald P

ChFC®, Series 63

Latrobe, PA

Mutual Advisors, LLC

Ronald Panichelle is a financial advisor with Mutual Advisors, LLC, holding the ChFC® and Series 63 designations and bringing 44 years of industry experience. He previously worked at Nationwide Advisory Services, Inc. and Nationwide Insurance Company from 1986 to 2019. Outside of his advisory role, he serves as Vice President of Panichelle Financial Group, LLC, an insurance agency specializing in property and casualty insurance. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plans, and institutional clients. The firm employs a combination of active and passive investment strategies, using multiple analytical approaches and third-party tools to tailor portfolios according to clients’ objectives.

Annuities Options & derivatives strategies Private / alternative investments Concentrated stock management Long-term care insurance Founder/Business Owner
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Jacquelyn R

Series 63, Series 65

Bolivar, PA

IP Financial Advisory Services LLC

Jacquelyn Robinson is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. Her work history includes roles at Nationwide Insurance and Nationwide Securities, and she is also the owner of Robinsons Computer Services, a company providing computer sales, training, website design, and tax preparation. Additionally, she serves as secretary on the board of directors for All Abilities, a nonprofit organization. IP Financial Advisory Services primarily serves individual retail clients, focusing on customized portfolio management, financial planning, and retirement-plan consulting. The firm uses a range of analytical approaches and offers access to third-party investment advisors, with an emphasis on clients other than high-net-worth individuals.

Business succession planning Charitable giving & philanthropy Income planning Long-term care insurance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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