York, PA Office

Team
Updated today

Client AUM

$226,799,325,150

Clients

569,367

Advisors

2

Of 7,832 advisors across 3,562 offices

Location

York PA

Advisors at this office

2

Advisors at this office

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Scott L

Series 63

York, PA

OSAIC

Scott Litten is a financial advisor with Osaic Wealth, Inc. in York, Pennsylvania, holding a Series 63 designation and bringing 36 years of industry experience. He has been with Osaic since 2018 and previously worked at Signator Investors, Inc. from 2016 to 2018. Outside of his role at Osaic, Mr. Litten owns Litten Financial Group, LLC, which offers variable investments and insurance products, and also operates a Medicare Insurance Enrollment Center. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services, financial planning, and access to various investment platforms, employing asset-allocation tools and third-party services to manage diversified 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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Walter C

Series 63, Series 65

York, PA

OSAIC

Walter Carr is a financial advisor with Osaic Wealth, Inc. based in York, PA, holding Series 63 and Series 65 licenses and with 29 years of industry experience. He has worked at Osaic since 2018 and previously spent two years at Signator Investors, Inc. Carr is also the owner and president of Carr Financial Services, Inc., an independent firm providing financial and insurance services since 2003. His business activities include the sale of fixed insurance products such as life, health, disability, long-term care insurance, fixed annuities, and equity indexed annuities. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, financial planning, and access to third-party money managers through multiple advisory platforms, employing asset-allocation tools and automated rebalancing for portfolio construction.

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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