Scott Barber
Scott Barber is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in DuBois, PA, with 21 years of industry experience. Scott 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
196 West DuBois Ave, DuBois, PA, 15801
Get directionsHistory
Regulatory History (3)
Customer Dispute
October 2020Customer Dispute
October 2020Customer Dispute
January 2019Other Business ActivitiesSells Insurance
Scott is involved in several outside business activities, including tax preparation, youth soccer coaching, insurance sales (life, accident, and health), third-party asset management, and estate planning. He also serves in an advisory role for the Boy Scouts and is a partner in a rental LLC.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Securities America, INC.Broker
Securities America Advisors, INC.
Investacorp Advisory Services INC
Investacorp, INC.Broker
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Allegheny Investments, LTD.Broker
Pruco Securities, LLC.Broker
State Registrations27 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.