Joseph Ralph Radovic
Investment adviser representative at Osaic Wealth, Inc.
30 yearsExperience
1 stateRegistered in
CFP® certification, ChFC®Designations
$234.9BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
30 years in the industry.
- Osaic Wealth, Inc.Jan 2023 to now
- Pacific Capital Resource Group, IncJan 2023 to now
- Pruco Securities, LLC.Jul 2018 to Jan 2023
- Prudential Insurance Company of AmericaJul 2018 to Jan 2023
- Joseph Radovic Independent AgentApr 2018 to Jul 2018
- Hornor, Townsend & Kent, Inc.Nov 1996 to Apr 2018
- Penn Mutual Life Insurance CompanyNov 1996 to Apr 2018
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 1 state (TX).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 yearsIn 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
- 2819455
- Firm CRD
- 23131