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Brandon C
Series 63, Series 65
Jacksonville, FL
OSAIC
Brandon Cowart is a financial advisor with OSAIC based in Jacksonville, FL, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has held positions at Royal Alliance Associates, Inc. since 2018 and Signator Investors, Inc. from 2016 to 2018. Outside of his advisory role, he serves as CFO and agent for Retirement Resources, Inc., where he manages day-to-day operations and is involved in sales of life insurance, long-term care insurance, and fixed and indexed annuities. OSAIC Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools, risk assessments, and automated rebalancing to construct portfolios that may include a range of investment vehicles.
Kirk O
Series 63, Series 65
Jacksonville, FL
OSAIC
Kirk Olson is a financial advisor with Osaic Wealth, Inc. in Jacksonville, FL, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked with Osaic since 2018 and was previously with Signator Investors, Inc. and Retirement Resources, where he also serves as Vice President. His professional activities include insurance brokerage, focusing on life insurance, annuities, and long-term care products. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and advisory platforms. The firm employs advanced asset-allocation tools and offers a wide range of portfolio management options, including access to third-party managers and unified managed accounts.
Eric O
Series 63, Series 65
Jacksonville, FL
OSAIC
Eric Olson is a financial advisor with OSAIC and holds Series 63 and Series 65 licenses. He has 27 years of industry experience, including roles at Signator Investors, Inc. and as President of Retirement Resources, Inc. In addition to his advisory work, Olson is a published author with several books available on Amazon and has been involved in music as a singer. Osaic Wealth, Inc. serves a diverse client base including individual and institutional investors, offering a range of advisory services through a large network of affiliated advisors and multiple platforms. The firm employs various asset-allocation tools and provides access to managed accounts and third-party money managers.
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