Highland Beach, FL Office

Team
Updated today

Client AUM

$226,799,325,150

Clients

569,367

Advisors

2

Of 7,832 advisors across 3,562 offices

Location

Highland Beach FL

Advisors at this office

2

Advisors at this office

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John A

Series 63, Series 66

Highland Beach, FL

OSAIC

John Azzara is a financial advisor with Osaic Wealth, Inc., holding Series 63 and 66 credentials and bringing 44 years of industry experience. Prior to joining Osaic in 2025, he spent 17 years at Lincoln Financial Securities Corporation. His outside activities include serving as a board member and director of the Ocean Pines Condominium Association and partnering in a custom home building business. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms, offering brokerage, investment advisory, financial planning, and retirement consulting services. The firm employs a variety of asset-allocation tools and third-party solutions to construct diversified portfolios across multiple asset classes.

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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John R

Series 63

Highland Beach, FL

OSAIC

John Russell Jr. is a financial advisor at OSAIC with 32 years of industry experience. He holds the Series 63 designation and has worked at several firms, including Securities America Advisors, Inc. and Securities Service Network, Inc. In addition to his advisory work, he owns two music publishing companies, Sunflower County Songs and Sunflower Legacy Publishing, which hold the rights to multiple songs. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, providing integrated brokerage and investment advisory services, financial planning, and access to third-party money managers and managed-account solutions.

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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