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Sally Lee Read

Osaic Wealth, Inc.

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About Sally Lee Read

Sally Lee Read is a financial professional with over 20 years of experience in the industry. Sally currently works with Osaic Wealth, Inc. Previous to Osaic Wealth, Inc., Sally was employed by Sagemount Financial, Inc, Signator Investors, Inc., Transamerica Financial Advisors, Inc., and Securities America, Inc. Sally holds Series 7 and 66 licenses, and has a Securities Industry Essentials Examination. Sally has been actively registered with the state of Nebraska since September 2023.

Firm Information

Sally Read 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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Sally Read’s Registration & Firm History

NE

09/01/2023 - Present

Osaic Wealth, Inc. (LINCOLN NE)

NE

08/02/2017 - 09/01/2023

SAGEPOINT FINANCIAL, INC. (LINCOLN NE)

NE

05/13/2016 - 08/08/2017

SIGNATOR INVESTORS, INC. (LINCOLN NE)

NE

06/11/2010 - 05/13/2016

TRANSAMERICA FINANCIAL ADVISORS, INC (LINCOLN NE)

NE

11/11/2003 - 11/04/2008

SECURITIES AMERICA, INC. (LINCOLN NE)

MA

06/12/2002 - 12/05/2003

VERAVEST INVESTMENTS, INC. (WORCESTER MA)

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Licenses & Designations

BOTH

Issued 07/18/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/11/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sally Lee Read.
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