Calhoun, GA Office
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OSAIC
Institution
Firm-wide stats for OSAIC
About
Osaic Wealth, Inc. serves a broad mix of retail and institutional clients — including individual and high‑net‑worth investors, pension and profit‑sharing plans, corporations, and charitable organizations — through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, retirement plan consulting, unified managed accounts, advisor‑managed portfolios, and access to third‑party money managers and wrap programs.
The firm’s advisers use firm‑provided asset‑allocation tools, risk‑tolerance questionnaires, efficient‑frontier analysis, and automated rebalancing to construct portfolios that may include stocks, bonds, options, mutual funds, ETFs and alternative investments; accounts can be managed on either a discretionary or non‑discretionary basis and clients may impose reasonable investment restrictions. Osaic also supports legacy platform programs and transitions (including accounts transferred from prior mergers) and makes available third‑party services such as Envestnet and SEI for model and managed‑account solutions.
What is noteworthy about Osaic relative to many peers is its complex corporate and platform footprint — including multiple mergers that consolidated broker‑dealer and RIA businesses, significant private‑equity ownership, and an established connection to an alternative‑investment distribution platform — and its use of a variety of third‑party commercial arrangements (revenue sharing, platform payments and other referral or structuring arrangements). The firm has also disclosed multiple regulatory enforcement matters in recent years (including SEC orders and penalties) and maintains advisor recruitment and transition programs and lender‑linked services (sweep and lending arrangements and advisor loan/acceleration incentives) that create identifiable conflicts of interest which the firm discloses and says it manages.
Based on OSAIC
Expertise
Based on OSAIC
Location
200 Professional Court, Suite B
Calhoun GA 30701
Advisors at this office
3
Advisors at this office
William D
CFP®, Series 63
Calhoun, GA
OSAIC
William Dudley is a CFP® with 33 years of industry experience, currently affiliated with OSAIC. He has previously worked at Royal Alliance Associates, Inc. and Signator Investors, Inc. Dudley is also involved in nonprofit activities, serving as a board member and treasurer for the Winner's Club of Calhoun and as a board member of the Community Foundation of NW Georgia. OSAIC serves a diverse client base, including individual and institutional investors, by providing integrated brokerage and advisory services through a large network of financial advisers. The firm employs various portfolio construction tools and offers access to multiple investment platforms and third-party managers.
Ethan C
Series 66
Calhoun, GA
OSAIC
Ethan Crump is a financial advisor at OSAIC with two years of industry experience. He holds a Series 66 designation and has worked previously with Dudley Asset Management, where he assists advisors with client management and retirement plan services. Outside of his advisory role, he is involved in life insurance sales through a related business activity. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm utilizes proprietary asset-allocation tools and supports a variety of investment strategies across multiple platforms.
Taylor M
Series 66
Calhoun, GA
OSAIC
Taylor Mcbee is a financial advisor with OSAIC, holding a Series 66 credential and 14 years of industry experience. Prior to joining OSAIC in 2018, Mcbee worked at Signator Investors, Inc. and has operated independently through Dudley Asset Management since 2012. Outside of advisory work, Mcbee serves as a regional board member for the Boys and Girls Club and is co-president of the Westside Elementary Parent Teachers Organization. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a range of portfolio management options and access to third-party money managers and specialized investment platforms.
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