Prince Frederick, MD Office

Team
Updated today

Client AUM

$226,799,325,150

Clients

569,367

Advisors

2

Of 7,828 advisors across 3,557 offices

Location

Prince Frederick MD

Advisors at this office

2

Advisors at this office

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Justin L

Series 66

Prince Frederick, MD

OSAIC

Justin Lynam is a financial advisor with OSAIC holding a Series 66 designation and seven years of industry experience. He previously worked at Woodbury Financial Services and Questar Asset Management. Outside of his advisory role, he serves as president of the Cardinals Crest Homeowners Association, overseeing compliance with HOA bylaws and presiding over meetings. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a broad network of advisers and advisory platforms. The firm offers integrated brokerage and advisory services and employs various tools to construct portfolios that include multiple asset types and management options.

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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Silas H

CFP®, Series 66

Prince Frederick, MD

OSAIC

Silas Hoxie is a Certified Financial Planner® with seven years of industry experience, currently advising at Osaic. He previously worked at Lincoln Financial Advisors and Heritage Financial Consultants. In addition to his advisory role, he serves as an adjunct professor at Towson University, where he teaches a retirement benefits class. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, utilizing various tools and third-party solutions to construct and manage customized portfolios.

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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