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Randolph B
Series 63
Mesquite, TX
OSAIC
Randolph Balch is a financial advisor with OSAIC, holding a Series 63 designation and over 50 years of industry experience. His career includes positions at Royal Alliance Associates and Signator Investors, along with longstanding ownership of Financial & Insurance Services of Texas, LLC, where he provides financial planning and insurance services. Outside of his advisory work, he operates a hay farming business and maintains rental properties. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, and corporations, offering integrated brokerage and advisory services through a large network of advisors and multiple platforms. The firm employs asset-allocation tools, risk tolerance assessments, and automated rebalancing to manage portfolios that may include a range of investment types.
Gabriel K
Series 66
Mesquite, TX
OSAIC
Gabriel Klawa is a financial advisor at OSAIC with two years of industry experience. He holds a Series 66 designation and previously worked as an intern at Financial & Insurance Services of Texas while attending college. His background also includes a year in carpentry and several years as a full-time student. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of brokerage and advisory services using advanced portfolio construction tools and a variety of investment options, supporting both discretionary and non-discretionary management approaches.
Ryan A
CFP®, Series 66
Mesquite, TX
OSAIC
Ryan Adams is a CFP® with 10 years of industry experience and currently serves as a financial advisor at OSAIC in Mesquite, TX. He previously worked at Signator Investors, Inc. for two years and has been involved in insurance support and administration through his sole proprietorship, Financial & Insurance Services of Texas. OSAIC serves a broad mix of retail and institutional clients, including high-net-worth individuals and various organizations, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm utilizes advanced asset-allocation tools and a range of investment products across discretionary and non-discretionary accounts.
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