Deron Allred
Deron Allred is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Roseville, CA, with 38 years of industry experience. Deron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
2360 Professional Drive, #200, Roseville, CA, 95661
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Deron is an insurance broker selling life insurance, annuities, long-term care, and disability insurance since 2010, dedicating minimal time to this activity. He also owns Blueprint Financial and Insurance Services LLC, selling term insurance, and spends minimal time on this as well.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Signator Investors, INC.
Signator Investors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
Foothill Securities, INC.Broker
Angus, Barker & Neubert Securities, INC.Broker
Ur Financial, INC.Broker
State Registrations9 states
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