Expert Advisory and brokerage services with the attentiveness and cordiality of a local community bank.
Investments are provided through Osaic Institutions Inc. (formerly Infinex). Osaic is a national provider to community financial institutions and was formed in 1993. They are a registered broker-dealer and member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC).
Investment and insurance products and services are offered through OSAIC INSTITUTIONS INC. Member FINRA/SIPC. Osaic Institutions located at Bank of Clarke. Osaic and the bank are not affiliated. Products and services made available through Osaic are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.
This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. registered representatives. OSAIC INSTITUTIONS INC. U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.
VP, Financial Advisor Osaic Institutions
Phone number. Hit enter to dial the phone number (540) 665-2412
VP, Investment Consultant Osaic Institutions
Phone number. Hit enter to dial the phone number (540) 665-2413
Financial Advisor Osaic Institutions
Phone number. Hit enter to dial the phone number (540) 351-5471