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Christopher Hasircoglu

35 Years of Experience
3 DisclosuresBrokerSells Insurance

Christopher Hasircoglu is a registered investment advisor at Osaic Wealth, INC., based in Lancaster, PA, with 35 years of industry experience. Christopher 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9246 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K

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.

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Location

247 N. Shippen St., Suite 10, Lancaster, PA, 17602

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2016
Closed-No Action
Customer Dispute
January 2010
Settled
Criminal
November 1981
Final Disposition
Other Business ActivitiesSells Insurance

Christopher sells life and health insurance products, including occasional SPIAs, to fulfill client needs, dedicating minimal time to this activity. He also manages client portfolios through Lancaster County Financial Group, LLC, spending about half his time on this.

Employment History
Current Registrations
Osaic Wealth, INC.Broker
June 2024 - Present · 1 yr 10 mos
Lancaster County Financial Group, LLC
May 2010 - Present · 15 yrs 11 mos
Previous Registrations
Securities America, INC.Broker
September 2020 - June 2024 · 3 yrs 9 mos
A. Ch. Securities, INC.Broker
January 2003 - February 2003 · 1 mo
Securities Service Network, LLCBroker
November 1992 - September 2020 · 27 yrs 10 mos
North American Financial Group, INC.Broker
May 1991 - October 1992 · 1 yr 5 mos
Keogler, Morgan & Company, INC.Broker
July 1990 - April 1991 · 9 mos
State Registrations16 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.