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Latrica Birgan

Osaic Advisory Services, LLC

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About Latrica Birgan

Latrica Birgan is an Investment Advisor Representative with Osaic Advisory Services, LLC in Atlanta, GA. Latrica has been in the industry since June 8, 2020. She has Series 63, Series 65 and SIE licenses. Her current registrations are active in Alabama. Latrica also has experience with Triad Advisors LLC and PFS Investments Inc. Latrica's specialties include financial planning, pension consulting and portfolio management for both businesses and individuals.

Firm Information

Latrica Birgan is currently registered with Osaic Advisory Services, LLC. Osaic Advisory Services, LLC is an independent financial advisor located in Atlanta, GA. The firm provides financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses, and charitable organizations. With over 760 investment adviser representatives, the firm manages over $4.9 billion in assets for clients. The firm participates in a wrap fee program and is registered with the SEC.
Osaic Advisory Services, LLC

2300 WINDY RIDGE PARKWAY

ATLANTA, GA 30339

$4.94B

Assets Under Management

55

Total Clients

147

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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Latrica Birgan’s Registration & Firm History

GA

09/14/2023 - Present

Osaic Advisory Services, LLC (ATLANTA GA)

AL

09/14/2023 - 08/23/2024

TRIAD ADVISORS LLC (Huntsville AL)

AL

06/09/2020 - 09/13/2023

PFS INVESTMENTS INC. (HUNTSVILLE AL)

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Licenses & Designations

IA

Issued 10/14/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/16/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/08/2020

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 02/22/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Latrica Birgan.
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