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Anna T

Series 63, Series 65

Sherman Oaks, CA

OSAIC

Anna Turco is a financial advisor at OSAIC with 31 years of industry experience. She holds Series 63 and Series 65 licenses and was previously with Sagepoint Financial, Inc. for 14 years. Outside of her advisory role, Turco owns a sole proprietorship offering tax preparation and estate settlement services and serves as a FINRA arbitration panelist. OSAIC serves a wide range of clients including retail and institutional investors, offering integrated brokerage and advisory services through a large network of advisers. The firm employs asset-allocation tools and third-party money managers to tailor portfolios, 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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