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Andrew K
Series 63, Series 65
Charlotte, NC
OSAIC
Andrew King is a financial advisor at OSAIC with 16 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms, including Metlife Securities and Mass Mutual. Outside of his advisory role, he serves as vice president of the Gary Hammond Scholarship Foundation, assisting with event coordination. OSAIC serves a diverse client base, including individuals, institutions, and charitable organizations, offering a range of advisory services from financial planning to managed portfolios. The firm employs advanced asset-allocation tools and supports multiple investment platforms and third-party solutions.
Nathan W
CFP®, Series 66
Charlotte, NC
OSAIC
Nathan Weir is a CFP® with seven years of industry experience, currently advising at OSAIC since 2019. Prior to joining OSAIC, he held roles at First Financial Federal Credit Union of Maryland and Morgan Stanley. He has also worked as a financial planner with Capitol Financial Solutions. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios across various asset classes.
Christopher G
CFP®, ChFC®, Series 63, Series 65
Charlotte, NC
OSAIC
Christopher Gurganus is a financial advisor with OSAIC based in Charlotte, NC. He holds the CFP® and ChFC® designations and has 22 years of industry experience, including 15 years at John Hancock prior to joining OSAIC in 2018. He also operates Capitol Financial Solutions, an LLC through which he conducts and markets his advisory business, and works as a broker recommending fixed insurance products when appropriate. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services with a focus on asset allocation, risk management, and portfolio construction using multiple investment vehicles and third-party platforms.
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