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Mark B

Series 65, Series 63

Las Vegas, NV

OSAIC

Mark Bailey is a financial advisor with OSAIC Wealth Inc. in Las Vegas, NV, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Integrated Advisors Network, and Select Wealth Advisers. He serves as a director on the board of the Greenspark Foundation, a domestic nonprofit. OSAIC Wealth Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple platforms. The firm offers brokerage and advisory services, financial planning, and investment management tools, utilizing asset-allocation models and third-party solutions to construct diversified portfolios.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Kyle L

CFP®, Series 63, Series 66

Las Vegas, NV

OSAIC

Kyle Lum is a CFP®-credentialed financial advisor with 20 years of industry experience. He is currently with Osaic Wealth Inc and has held prior roles at firms including Pruco Securities, LLC, Prudential Insurance Company of America, and MassMutual Life Insurance Company. Lum is also the owner and managing member of Parity Capital Financial LLC, where he provides financial advice to individuals. Osaic Wealth, Inc. serves a diverse client base ranging from individual investors to institutions, offering integrated brokerage and advisory services along with financial planning, retirement consulting, and access to third-party money managers. The firm employs a variety of tools and platforms to construct and manage portfolios, supporting both discretionary and non-discretionary accounts.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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