Vienna, VA Westwood Center Drive Office

Team
Updated today

Client AUM

$226,799,325,150

Clients

569,367

Advisors

7

Of 7,832 advisors across 3,562 offices

Location

8607 Westwood Center Drive, 3rd Floor

Vienna VA 22182

Advisors at this office

7

Advisors at this office

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Keith B

Series 63, Series 65

Vienna, VA

OSAIC

Keith Brockman is a financial advisor with OSAIC in Vienna, VA, holding Series 63 and Series 65 credentials and having 29 years of industry experience. His career includes roles at Royal Alliance Associates, Inc. since 2018 and Signator Investors, Inc. dating back to 1996. Outside of his advisory work, he is involved in an insurance brokerage LLC and acts as power of attorney for his parents' investment accounts. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services with portfolio construction supported by asset-allocation tools, risk-tolerance assessments, and access to multiple third-party investment 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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Anton H

Series 63, Series 66

Vienna, VA

OSAIC

Anton Hammock Jr. is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at John Hancock for 19 years before joining OSAIC in 2018. Outside of his advisory role, he is also involved as a financial advisor with Signature Financial Partners, LLC. OSAIC serves a diverse range of clients including individual investors, high-net-worth individuals, pension plans, corporations, and charitable organizations through a large network of advisors. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and various third-party solutions to manage portfolios that include 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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Harris A

Series 63, Series 65

Vienna, VA

OSAIC

Harris Adams is a financial advisor at Osaic Wealth, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Royal Alliance Associates, Inc. since 2018 and at Jhfn Sii from 2013 to 2018. In addition to his advisory role, Adams is involved in insurance brokerage, specializing in life, annuities, long-term care, disability, health, and group benefits. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to third-party investment managers. The firm employs asset-allocation tools and automated rebalancing to manage portfolios across various asset classes on both discretionary and non-discretionary bases.

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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Faisal S

CFP®, Series 66

Vienna, VA

OSAIC

Faisal Syed Haq is a CFP® professional with 26 years of industry experience, currently advising at OSAIC Wealth, Inc. He has held prior roles at Royal Alliance Associates, Inc. and Signator Inv Inc. Haq also provides financial and insurance planning through Signature Financial Partners, LLC and serves as an insurance agent specializing in life and long-term care coverage. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with various platforms and tools to construct diversified portfolios, supporting both discretionary and non-discretionary management.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Brian K

CFP®, Series 63, Series 65

Vienna, VA

OSAIC

Brian Kurrus is a financial advisor with OSAIC in Vienna, VA, holding the CFP® designation along with Series 63 and Series 65 licenses. He has 23 years of industry experience, including 16 years at SII/John Hancock and 8 years at Royal Alliance Associates, INC. He also conducts financial planning presentations for federal employees. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm offers brokerage and investment advisory services, managing a range of portfolios that include 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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Daryl B

Series 63, Series 65

Vienna, VA

OSAIC

Daryl Brockman is a financial advisor with OSAIC in Vienna, VA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with OSAIC since 2018 and has a longstanding career dating back to 1989 with Signator Investors, Inc. and John Hancock Life Insurance Company. Brockman is also President and CEO of Signature Financial Partners, LLC. OSAIC Wealth, Inc. serves a diverse client base including individual investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party solutions to manage portfolios across various asset classes.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Kevin H

Series 63, Series 65

Vienna, VA

OSAIC

Kevin Hutto is a financial advisor at OSAIC with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Royal Alliance Associates, Inc. since 2018 and at Signator Investors, Inc. from 1992 to 2018. Outside of his advisory role, he serves as chair of the Finance Committee for the town of Clifton, Virginia, a position focused on recommending financial policies and budgeting. OSAIC serves a diverse client base including individual, high-net-worth, corporate, pension, and charitable clients through a broad network of advisers. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and multiple advisory platforms to manage a wide range of investment products on discretionary or non-discretionary bases.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
View complete list of advisors at this office
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