Gloria Homans
Gloria Homans is a registered investment advisor at Osaic Wealth, INC., based in Southlake, TX, with 46 years of industry experience. Gloria 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
540 Silicon Drive, Suite 103, Southlake, TX, 76092
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2017Employment Separation After Allegations
February 1991Other Business ActivitiesSells Insurance
Gloria owns Homans & Associates, a sole proprietorship for tax preparation, and is President of Homans & Associates Wealth Management LLC. She also owns investment property and meets with clients to discuss and sell life, disability, LTC, and Medicare Supplement insurance.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Sagepoint Financial, INC.Broker
Sagepoint Financial, INC.
Sunamerica Securities, INC.
Sunamerica Securities, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
Ids Financial Services INC.Broker
State Registrations34 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.