Amber Reams
Amber Reams is a registered investment advisor at Osaic Wealth, INC., based in Long Beach, CA, with 12 years of industry experience. Amber 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
301 Isthmus, Long Beach, CA, 90803
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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
Amber sells fixed insurance, dedicating minimal time to this activity, and co-owns rental property. She also works at Accounting and Tax Preparation, Financial Planning Department, Inc. taking nearly full-time hours and is an IAR of RIA, The Financial Planning Department, Inc. taking about half of Amber's time.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
LPL Financial LLC
LPL Financial LLCBroker
Cetera Advisor Networks LLCBroker
Financial Planning Dept., INC.
Girard Securities, INC.Broker
State Registrations3 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.