Invested Better
Unclaimed

Unclaimed

Unclaimed

Dustin Brent Laporte

Osaic Wealth, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Dustin? Claim Your Profile

About Dustin Brent Laporte

Dustin Brent Laporte is a financial advisor with over 27 years of experience in the industry. Dustin is currently registered with Osaic Wealth, Inc. and has experience in providing financial planning, pension consulting, and portfolio management services to a variety of clients, including individuals, businesses, and charitable organizations. Dustin holds a Certified Financial Planner designation and is registered in multiple states. Dustin's previous affiliations include Cetera Advisors LLC, Legacy Financial Services, Inc., Wachovia Securities, LLC, SouthTrust Securities, LLC, Raymond James Financial Services, Inc., Wachovia Securities, Inc., Wachovia Brokerage Service, BB&T Investment Services, Inc., Cadaret, Grant & Co., Inc., EQ Financial Consultants, Inc., The Equitable Life Assurance Society of the United States, and Equico Securities, Inc.

Firm Information

Dustin Laporte is currently registered with Osaic Wealth, Inc.. Osaic Wealth, Inc. is a corporation headquartered in Scottsdale, AZ. The firm has been approved and operates as an investment advisor, offering financial planning, pension consulting, and educational seminars. Osaic Wealth, Inc. manages assets for individuals, businesses, and charitable organizations, and participates in wrap fee programs.
Osaic Wealth, Inc.

18700 N. HAYDEN ROAD

SCOTTSDALE, AZ 85255

$94.56B

Assets Under Management

39,691

Total Clients

8,460

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Dustin Laporte’s Registration & Firm History

AZ

10/11/2024 - Present

Osaic Wealth, Inc. (SCOTTSDALE AZ)

SC

07/18/2007 - 08/14/2015

CETERA ADVISORS LLC (MT PLEASANT SC)

SC

04/29/2005 - 07/18/2007

LEGACY FINANCIAL SERVICES, INC. (MT. PLEASANT SC)

MO

01/03/2005 - 04/29/2005

WACHOVIA SECURITIES, LLC (ST. LOUIS MO)

AL

05/05/2004 - 12/31/2004

SOUTHTRUST SECURITIES, LLC (BIRMINGHAM AL)

FL

09/12/2001 - 05/03/2004

RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)

NC

02/14/2000 - 09/14/2001

WACHOVIA SECURITIES, INC. (CHARLOTTE NC)

NC

10/28/1999 - 02/14/2000

WACHOVIA BROKERAGE SERVICE (WINSTON SALEM NC)

NC

02/24/1998 - 10/27/1999

BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)

NY

09/05/1997 - 02/24/1998

CADARET, GRANT & CO., INC. (SYRACUSE NY)

NY

01/16/1996 - 09/10/1997

EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)

NY

01/16/1996 - 09/10/1997

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)

NY

01/26/1995 - 06/27/1995

EQUICO SECURITIES, INC. (NEW YORK NY)

NY

01/26/1995 - 06/27/1995

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)

Not sure if Dustin Brent Laporte is right for you?

Licenses & Designations

IA

Issued 11/24/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/25/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/30/1997

Series 7 - General Securities Representative Examination

BC

Issued 01/25/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Dustin Brent Laporte.
Not sure if Dustin Brent Laporte is right for you?