Christopher Paydock is a registered investment advisor at Osaic Wealth, INC., based in Roseville, CA, with 29 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
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
2999 Douglas Blvd Ste 120, Roseville, CA, 95661
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Christopher provides advisory services through SAA, operating under the DBA Sunset Wealth Advisors. This investment-related activity takes up Christopher's full-time work hours.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Securities America, INC.Broker
Securities America Advisors, INC.
LPL Financial LLC
LPL Financial LLCBroker
National Planning CorporationBroker
National Planning Corporation ("npc of America" in Fl & Ny)
Curian Clearing, LLCBroker
Curian Capital, LLC
Jackson National Life Distributors LLCBroker
Icon Advisers, INC.
Icon Distributors, INC.Broker
Pershing LLCBroker
Lockwood Advisors INC
Lockwood Financial Services, INC.Broker
Mcdonald Investments INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Buckhead Financial CorporationBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Edward D. Jones & CO., L.P.Broker
State Registrations21 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.