Thomas Hurt
Thomas Hurt is a registered investment advisor at Osaic Wealth, INC., based in Carlsbad, CA, with 34 years of industry experience. Thomas 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
5857 Owens Avenue, Suite 300, Carlsbad, CA, 92008
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Regulatory History (1)
Customer Dispute
June 2002Other Business ActivitiesSells Insurance
Thomas is an agent with Advantage Financial Group LLC, selling and servicing insurance policies on an occasional basis. This activity requires minimal time and is done when requested by clients.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Securities America, INC.Broker
Securities America Advisors, INC.
Ssn Advisory, INC.
Securities Service Network, LLCBroker
Wrp Investments, INC.
Wrp Investments, INC.Broker
Main Street Management CompanyBroker
Cigna Financial Advisors,inc.Broker
State Registrations23 states
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.