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Alexander L

Series 65, Series 63

Memphis, TN

OSAIC

Alexander Logue is a financial advisor at OSAIC with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Securities America Advisors and Investacorp, Inc. In addition to his advisory role, he has experience as a tax preparer with Cornerstone Financial Group. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across multiple asset classes, providing both discretionary and non-discretionary account management.

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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Andrew R

Series 66

Memphis, TN

OSAIC

Andrew Rutland is a financial advisor at OSAIC with a Series 66 designation. He has one year of industry experience, including prior roles at Cornerstone Financial Group and Toll Brothers, Inc. before joining Osaic Wealth. Osaic Wealth, Inc. serves a diverse client base ranging from individual investors to institutional entities, offering integrated brokerage and advisory services, financial planning, and access to various managed account solutions through a large network of affiliated advisers. The firm employs proprietary asset-allocation tools and provides both discretionary and non-discretionary portfolio management options.

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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Patrick R

Series 63, Series 65

Memphis, TN

OSAIC

Patrick Rohrbacher is a financial advisor at OSAIC with 45 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Investacorp, Inc. and Securities America Advisors, Inc. prior to joining OSAIC. Outside of advising, he is a silent partner in a retail clothing store operated by his wife. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, advisory services, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools and automated rebalancing, managing portfolios across various asset classes on both discretionary and non-discretionary bases.

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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Mark R

Series 63

Memphis, TN

OSAIC

Mark Rutland is a financial advisor at OSAIC with 43 years of industry experience. He holds a Series 63 designation and has worked previously at Investacorp and Securities America Advisors. Rutland is also involved with Cornerstone Financial Group, where he conducts investment sales. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, advisory services, financial planning, and 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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