Abingdon, VA 667 W. Main St. Office

Team
Updated today

Client AUM

$4,877,438,185

Clients

15,798

Advisors

2

Of 543 advisors across 352 offices

Location

667 W. Main St.

Abingdon VA 24212

Advisors at this office

2

Advisors at this office

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Julie E

Series 63, Series 66

Abingdon, VA

OSAIC Institutions, INC.

Julie Eades is a financial advisor with OSAIC Institutions, INC. She holds Series 63 and Series 66 licenses and has 12 years of industry experience. She has worked at infinex Investments, Inc. since 2012 and at First Bank & Trust Co. since 2002, where she also serves as a Wealth Management Officer in the Trust Department. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a range of advisory and brokerage services through customized engagements, financial planning, and access to alternative investments. The firm’s services are delivered primarily through a network of investment adviser representatives who provide both advisory and brokerage solutions using a mix of fundamental and technical analysis.

Annuities Tax-loss harvesting Founder/Business Owner Executive
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Angie W

Series 63, Series 65

Abingdon, VA

OSAIC Institutions, INC.

Angie Waters is a financial advisor with OSAIC Institutions, INC., holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. She has worked at infinex Investments, Inc. and First Bank & Trust Co. since 2012. Outside of advisory roles, she serves as a trust officer at First Bank & Trust. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, providing a range of advisory and brokerage services through customized engagements and access to alternative investments. The firm operates primarily with non-discretionary assets and integrates multiple platforms for lending and cash management.

Annuities Tax-loss harvesting Founder/Business Owner Executive
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