Winchester, VA N Loudoun St Office

Team
Updated today

Client AUM

$4,877,438,185

Clients

15,798

Advisors

3

Of 543 advisors across 352 offices

Location

202 N Loudoun St

Winchester VA 22601

Advisors at this office

3

Advisors at this office

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John D

Series 66

Winchester, VA

OSAIC Institutions, inc.

John De Sarno is a financial advisor with OSAIC Institutions, Inc., holding a Series 66 designation and 23 years of industry experience. His prior work includes roles at Infinex Investments Inc., Bank of Clarke County, and The Prudential Insurance Company of America. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer structure with a focus on both discretionary and non-discretionary account management.

Annuities Tax-loss harvesting Founder/Business Owner Executive
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Zachary F

Series 63, Series 65

Winchester, VA

OSAIC Institutions, inc.

Zachary Franks is a financial advisor at OSAIC Institutions, Inc. with one year of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining OSAIC, he worked at Bank of Clarke and Teksystems, among other roles. 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, operating with a hybrid adviser/broker-dealer structure and extensive third-party affiliations.

Annuities Tax-loss harvesting Founder/Business Owner Executive
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Chet B

CFA®, Series 65, Series 63

Winchester, VA

OSAIC Institutions, inc.

Chet Bingham is a financial advisor at OSAIC Institutions, Inc. with 17 years of industry experience. He holds the CFA® designation along with Series 65 and Series 63 licenses. His prior roles include positions at LPL Financial LLC and Bank of Clark. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients. The firm employs a hybrid adviser/broker-dealer structure, offering customized advisory services and access to alternative investments through a network of investment adviser representatives.

Annuities Tax-loss harvesting Founder/Business Owner Executive
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