Mona Corbett
Mona Corbett is a registered investment advisor at Osaic Wealth, INC., based in San Marcos, CA, with 26 years of industry experience. Mona 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
San Marcos, CA
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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
Mona is an insurance agent for Retirement Strategies Group and RSG Partners Financial & Insurance Services, Inc., selling life, LTC, and health insurance. She also works as VP of Business Development for USA, selling fixed annuities, LTC, and life insurance, and is a financial planner for Corbett Capital Financial Wellness Solutions, selling life, disability, LTC, fixed annuities, and health insurance; she also plans to open a wellness center called Serinity Ranch.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
Securities America Advisors, INC.
Securities America, INC.Broker
Unionbanc Investment Services, LLCBroker
Unionbanc Investment Services, LLC
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Metlife Securities INC.
Metlife Securities INC.Broker
LPL Financial CorporationBroker
Commonwealth Financial NetworkBroker
Allianz Life Financial Services, LLCBroker
Wm Financial Services, INC.Broker
Scudder Weisel Capital, LLCBroker
Wm Financial Services, INC.Broker
State Registrations4 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.