Adriel
Gaines

Osaic Advisory Services, LLC

CRD#2933961
Investment Advisor
in Springfield, OR

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About this Advisor

Adriel Gaines is a financial advisor based in Springfield, Oregon, working with Osaic Advisory Services, LLC. Adriel has previously worked at Cetera Advisors LLC, Securities America, Inc, Arbor Point Advisors, Kms Financial Services, Osaic Wealth, Inc, and Osaic Advisory Services, LLC. Adriel has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Oregon and Texas. Currently, Adriel is part of Osaic Advisory Services, LLC, which operates in Springfield, Oregon. The firm has 200 offices and 2,594 employees. Osaic Advisory Services, LLC manages assets totaling $12.5 billion and serves both charitable organizations and high-net-worth clients. The firm offers services including financial planning, portfolio management for individuals, small businesses, and institutional clients, pension consulting, selection of other advisers, and educational seminars. The fee structure at Osaic Advisory Services, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

655 A Street Suite D
Springfield, OR 97478

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Osaic Advisory Services, LLC Brokerage Details

Total Assets Under Management

$12,469,688,882

OR Average: $3,570,121,308
Total Number of Employees

2,594

OR Average: 58
Total Number of Accounts

47,032

OR Average: 1,608
Average Account Size

$265,132

OR Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Adriel Gaines Work History

2024 - Present (1 year)

Osaic Wealth, Inc

2024 - Present (1 year)

Osaic Advisory Services, LLC

2020 - 2024 (4 years)

Securities America, Inc

2020 - 2024 (4 years)

Arbor Point Advisors

2019 - 2020 (1 year)

Kms Financial Services

2013 - 2019 (6 years)

Cetera Advisors LLC

Disclosures

Please visit the SEC profile of Adriel Gaines to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Osaic Advisory Services, LLC

Douglas Bycoff
Atlanta, GA
Lorne Bycoff
New York, NY
Robert Armstrong
Duncan, OK
Clayton Mckenzie
Spring, TX
Alexis Zuccaro
Atlanta, GA
Dimitry Prophete
Atlanta, GA
Marissa Hammerstrom
Malaga, WA
Richard Gigliotti
San Diego, CA

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