PO
PO

Patricia Osborn

2 Years of Experience
Grand Rapids, MI
BrokerSells Insurance

Patricia Osborn is a registered investment advisor, based in Grand Rapids, MI, with 2 years of industry experience.

Location

2258 28th Street Se, Grand Rapids, MI, 49508

Get directions

History

Regulatory History
Clean regulatory record

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

Patricia owns Patricia Osborn's Insurance Agency, selling State Farm insurance products since 2021, taking about half of her time. She also serves as Treasurer for Michigan Agency Resource Group, an educational organization, dedicating a few hours per week.

Employment History
Current Registrations
State Farm Vp Management CORP.Broker
September 2023 - Present · 2 yrs 8 mos
State Farm Vp Management CORP.
September 2023 - Present · 2 yrs 8 mos
State Farm Investment Management CORP.
September 2023 - Present · 2 yrs 8 mos
State Registrations1 state
MI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Patricia Osborn - Financial Advisor | TrueAdvisor