Greenville, SC Office

Team
Updated today

Client AUM

$15,008,465,348

Clients

29,516

Advisors

2

Of 338 advisors across 159 offices

Location

242 South Pleasantburg Drive

Greenville SC 29607

Advisors at this office

2

Advisors at this office

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Kelly E

Series 66

Greenville, SC

OSAIC Advisory Services, LLC

Kelly Eldridge is a financial advisor at OSAIC Advisory Services, LLC with six years of industry experience. He holds a Series 66 designation and has worked at firms including Triad Advisors, Raymond James Financial Services, Inc., and Edward Storer & Associates. Eldridge is also involved with Professional Planning & Wealth, LLC as a registered paraplanner. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and state and municipal entities. The firm offers a range of services including investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple program models and a mix of proprietary and third-party platforms.

Annuities
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Thomas M

Series 63, Series 65

Greenville, SC

OSAIC Advisory Services, LLC

Thomas Miller is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 credentials and 22 years of industry experience. His prior roles include positions at Financial Partners Group, MML Investors Services, and MassMutual Life Insurance Company. Outside of advisory services, he is involved in life and health insurance sales. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, pension plans, corporations, trusts, and charitable organizations. The firm provides a range of services such as investment management, financial planning, retirement plan consulting, and offers access to alternative investments and affiliated wealth management capabilities.

Annuities
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