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Emily Kister Barre

Osaic Wealth, Inc.

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About Emily Kister Barre

Emily Kister Barre is a registered representative with Osaic Wealth, Inc. based in COSTA MESA, CA. Emily has been in the industry since 2003. Emily is licensed to provide investment advice and services in the state of California. Emily is a Series 6, Series 63, and SIE licensed representative. Emily has worked with a number of firms over the years, including WOODBURY FINANCIAL SERVICES, INC. and PACIFIC SELECT DISTRIBUTORS, INC.

Firm Information

Emily Barre 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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

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

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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.

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fixed fees

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

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percentage of assets

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

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Emily Barre’s Registration & Firm History

CA

01/19/2024 - Present

Osaic Wealth, Inc. (COSTA MESA CA)

CA

01/05/2009 - 01/19/2024

WOODBURY FINANCIAL SERVICES, INC. (COSTA MESA CA)

CA

11/24/2003 - 01/11/2007

PACIFIC SELECT DISTRIBUTORS, INC. (NEWPORT BEACH CA)

NA

04/06/1992 - 06/01/1993

INVEST FINANCIAL CORPORATION

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Licenses & Designations

BC

Issued 01/10/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/21/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Emily Kister Barre. Review regulatory record here.
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