Eustis, FL Office

Team
Updated today

Client AUM

$226,799,325,150

Clients

569,367

Advisors

2

Of 7,828 advisors across 3,562 offices

Location

1804 E Orange Ave

Eustis FL 32726

Advisors at this office

2

Advisors at this office

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Alexus L

Series 66

Eustis, FL

OSAIC

Alexus Laboo is a Series 66-licensed financial advisor with five years of industry experience. She is currently with Osaic Wealth, Inc. and has prior experience at Securities America Advisors and International Paper. Laboo is also the owner of A. Rae Company, Inc., where she handles financial administrative tasks including proposal preparation and client relations. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to create diversified portfolios including stocks, bonds, options, mutual funds, ETFs, and alternative investments.

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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Lisa L

ChFC®, Series 63

Eustis, FL

OSAIC

Lisa Laboo is a financial advisor with OSAIC, holding the ChFC® designation and Series 63 license, with 33 years of industry experience. Her prior work includes over a decade at Securities America and five years at Securities America Advisors, Inc. She serves as a volunteer board member for the YMCA, the United Way, and the Florida A&M University Foundation. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and investment advisory services alongside financial planning and retirement consulting. The firm employs various portfolio construction tools and supports both discretionary and non-discretionary account management with access to multiple investment products and third-party money managers.

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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