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Frank W
CFP®, Series 63, Series 65
Columbia, SC
OSAIC
Frank Wall II is a CFP® with 32 years of industry experience, currently serving as an advisor at OSAIC since 2023. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 14 years. Outside of his role at OSAIC, he operates 2849 Wealth, a sole proprietorship where he provides wealth management and financial planning services. OSAIC serves a diverse client base including individual and high-net-worth investors, 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 and third-party managers to construct diversified portfolios for both discretionary and non-discretionary accounts.
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