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Michael D

Series 63, Series 65

Los Alamitos, CA

OSAIC

Michael Dollins is a financial advisor with OSAIC in Los Alamitos, CA, holding Series 63 and Series 65 credentials and over 35 years of industry experience. His prior work includes roles at Arbor Point Advisors, Securities America Advisors, and National Planning Corporation. Outside of his advisory work, he is also an amateur poker player who participates occasionally in casino games. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of affiliated advisers and multiple platforms. The firm employs a variety of asset-allocation tools and offers integrated brokerage and advisory services, as well as access to third-party money managers and managed-account solutions.

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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Thomas M

Series 63, Series 65

Los Alamitos, CA

OSAIC

Thomas Mckenzie III is a financial advisor at Osaic Wealth Inc with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Independent Financial Group, LLC and NPB Financial Group, LLC. In addition to his financial advisory role, he is a practicing attorney specializing in trusts, wills, estate planning, and probate, and he also operates real estate brokerages under his own sole proprietorships. Osaic Wealth Inc serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a broad network of advisors and multiple platforms. The firm offers integrated brokerage and advisory services with an investment approach that incorporates asset allocation tools, risk tolerance assessments, and access to third-party managers.

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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