John Charles Osorio
Investment adviser representative at Imperity Wealth Alliance LLC
14 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$139.7MFirm assets
Are you John Charles Osorio? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Imperity Wealth Alliance LLCMar 2026 to now
- Commonwealth Financial NetworkDec 2023 to now
- Comprehensive Financial PartnersDec 2023 to now
- LPL Financial LLCFeb 2018 to Dec 2023
- Invest Financial CorporationFeb 2012 to Feb 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
Imperity Wealth Alliance LLC
$139.7MAssets managed
363Clients
10Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2005394
- Firm CRD
- 339113