Memphis, TN 5050 Poplar Avenue Office

Team
Updated today

Client AUM

$226,799,325,150

Clients

569,367

Advisors

2

Of 7,828 advisors across 3,557 offices

Location

5050 Poplar Avenue, Suite 1107

Memphis TN 38157

Advisors at this office

2

Advisors at this office

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Austin W

CFP®, Series 66

Memphis, TN

OSAIC

Austin Watts is a CFP® with seven years of industry experience, currently advising at OSAIC since 2019. His prior work includes roles at Pittman Financial Group, the Mississippi State Department of Recreation, Birmingham Barons, and Mississippi State University. He serves as Vice President of BNI Power Partners, a local independent business networking group, where he helps facilitate weekly meetings. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a range of portfolio management tools and multiple advisory platforms.

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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Blake D

Series 66

Memphis, TN

OSAIC

Blake Dorsett is a financial advisor with Osaic Wealth, Inc. based in Memphis, TN. He holds a Series 66 designation and has 15 years of industry experience. He has worked at Osaic since 2018 and previously at Sii and Waddell & Reed Financial Advisors. Outside of his advisory role, Dorsett volunteers with the Alzheimer's Association and is a partner in an LLC investing in land in Idaho. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers and advisory platforms. The firm offers integrated brokerage and investment advisory services, employing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios for clients.

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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