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Robert E Mefford

Osaic Wealth, Inc.

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About Robert E Mefford

Robert E. Mefford is a financial advisor with over 18 years of experience in the industry. Robert has a wide range of experience working with individual clients, small business owners, and various types of retirement plans. Robert currently holds registrations with FINRA and the State of Texas. Robert is currently affiliated with Osaic Wealth, Inc. and previously worked at FSC Securities Corporation and Linsco/Private Ledger Corp. Robert is committed to providing his clients with personalized financial advice and strategies to help them achieve their financial goals.

Firm Information

Robert Mefford 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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Robert Mefford’s Registration & Firm History

TX

11/03/2023 - Present

Osaic Wealth, Inc. (RICHARDSON TX)

TX

02/07/2007 - 11/03/2023

FSC SECURITIES CORPORATION (FORT WORTH TX)

TX

03/30/2005 - 01/18/2007

LINSCO/PRIVATE LEDGER CORP. (PLANO TX)

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Licenses & Designations

BOTH

Issued 05/25/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/28/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Robert E Mefford. Review regulatory record here.
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