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James Paul McCarriston

Osaic Wealth, Inc.

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About James Paul McCarriston

James Paul McCarriston is a financial professional based in Wakefield, MA. James is currently registered with Osaic Wealth, Inc., a firm specializing in providing financial planning and portfolio management services to individuals and businesses. James has experience with TRIAD ADVISORS LLC, a firm known for its emphasis on investment advisory services. James also has experience with INDEPENDENT FINANCIAL GROUP, LLC, a firm with a focus on providing investment advisory services. James is Series 7TO and SIE licensed.

Firm Information

James McCarriston 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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James McCarriston’s Registration & Firm History

MA

08/23/2024 - Present

Osaic Wealth, Inc. (Wakefield MA)

MA

07/20/2023 - 08/23/2024

TRIAD ADVISORS LLC (Wakefield MA)

MA

05/19/2023 - 07/17/2023

INDEPENDENT FINANCIAL GROUP, LLC (Wakefield MA)

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Licenses & Designations

BC

Issued 05/19/2023

Series 7TO - General Securities Representative Examination

BC

Issued 12/02/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for James Paul McCarriston.
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