Allen, TX South Watters Road Office

Team
Updated today

Client AUM

$226,799,325,150

Clients

569,367

Advisors

2

Of 7,832 advisors across 3,562 offices

Location

550 South Watters Road, Suite 257

Allen TX 75013

Advisors at this office

2

Advisors at this office

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Bryan C

CFP®, Series 66

Allen, TX

OSAIC

Bryan Camper is a CFP® with 20 years of industry experience, currently affiliated with OSAIC since 2023. He has held roles at Sagepoint Financial, Questar Capital Corporation, Questar Asset Management, and Covenant Capital Advisors, where he also serves as a wealth manager. In addition to advisory services, he is involved in life insurance and long-term care insurance sales. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and nonprofits, offering integrated brokerage and advisory services. The firm employs asset-allocation tools and multiple advisory platforms to manage portfolios that may include a range of investment products, supporting both discretionary and non-discretionary accounts.

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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Buddy C

Series 63, Series 65

Allen, TX

OSAIC

Buddy Camper is a financial advisor with OSAIC who holds Series 63 and Series 65 credentials and has 18 years of industry experience. He previously worked at Sagepoint Financial, Inc. and Questar Capital Corporation/Questar Asset Management. Camper also teaches stewardship education in churches through an outreach ministry and serves as a partner at Covenant Capital Advisors, where he works as a wealth manager and investment advisor. OSAIC serves a wide range of retail and institutional clients, offering brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios across various asset classes.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
View complete list of advisors at this office
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