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 66
Experience Industry experience
5 years
Location
Waverly, OH 45690
OSAIC Institutions, INC.
Enterprise
Sarah Marcum is a financial advisor at OSAIC Institutions, INC. with five years of industry experience. She holds a Series 66 designation and has worked at firms including Wells Fargo Advisors and Raymond James Financial Services. Outside of her advisory roles, she was involved with Roosters-- We Be Wings, LLC from 2015 to 2017 and worked at Ohio University during 2015 to 2018. 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, ERISA plan services, and alternative investment access, operating with a hybrid adviser/broker-dealer structure and a focus on both discretionary and non-discretionary management.
Based on OSAIC Institutions, INC.
Fixed or flat fees for financial planning and consulting services up to $25,000 or more for high net worth individuals.
$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 earned by IARs when selling securities or insurance products as broker-dealer representatives; may receive trail fees and other compensation.
Hourly fees generally range from $50 to $750 per hour for financial planning and consulting services.
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.
Waverly, OH
107/111 North Market Street
Waverly OH 45690
Advisors at this office
1
Ohio
5 years of industry experience
First National Bank of Waverly
2023 - Present • 3 years
Waverly, OH
Infinex Investments, inc.
2023 - Present • 3 years
Meriden, CT
Raymond James Financial Services Advisors, Inc.
2023 - 2023 • 1 year
Chillicothe, OH
Compass Investment Group
2023 - 2023 • 1 year
Chillicothe, OH
Raymond James Financial Services, Inc.
2023 - 2023 • 1 year
Chillicothe, OH
Wells Fargo Advisors
2018 - 2023 • 5 years
Chillicothe, OH
Roosters-- We Be Wings, LLC
2015 - 2017 • 2 years
Chillicothe, OH
Ohio University
2015 - 2018 • 3 years
Chillicothe, OH
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.
Series 66
Waverly, OH
Edward Jones
Brandon Adkins is a financial advisor at Edward Jones with 11 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise Financial, J.P. Morgan Securities, and Compass Investment Group prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.
Series 63, Series 66
Waverly, OH
LPL Financial
Tyler Williams is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and having 23 years of industry experience. His prior roles include positions at WesBanco Securities, U.S. Bancorp Investments, PNC Wealth Management, and Fifth Third Securities. He serves as a board member of Pike Water Inc., a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, leveraging both proprietary research and third-party subadvisors.
Series 63
Waverly, OH
LPL Financial
Daniel Robinson II is a financial advisor with LPL Financial in Waverly, Ohio, holding a Series 63 designation and 29 years of industry experience. He has worked at LPL Financial since 2000 and also serves at Homeland Credit Union since 2011. Outside of his advisory role, he is a business owner of Three Dog Farms, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions, supported by both proprietary and third-party investment strategies and operational tools.
Series 63
Waverly, OH
Edward Jones
Ronald Endicott is a financial advisor with Edward Jones in Waverly, Ohio, holding a Series 63 designation and 26 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, he serves as a board member of Miracle City Academy in Piketon, Ohio. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets, supported by a nationwide network of more than 23,000 financial advisors.
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