Port Charlotte, FL Office

Brandon Boone is a financial advisor at Osaic Institutions, Inc. with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Trinity Wealth Securities, LLC and Florida Financial Advisors. Boone served in the U.S. Army for seven years prior to his financial career. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating a hybrid adviser/broker-dealer structure with both discretionary and non-discretionary accounts.

Clara Laurent is a financial advisor with OSAIC Institutions, Inc. She holds the Series 66 designation and has seven years of industry experience. Clara has worked with Wauchula State Bank and Infinex Investments, Inc. since 2016. In addition to her advisory role, she is a partner in an agriculture business involved in bookkeeping and minor accounting. OSAIC Institutions, Inc. is an SEC-registered investment adviser that serves individuals, ERISA plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, and access to alternative investments while operating a hybrid adviser and broker-dealer structure.