Darin Jay Bourgeois
Investment adviser representative at Osaic Wealth, Inc.
22 yearsExperience
1 stateRegistered in
$234.9BFirm assets
29 yearsFirm in business
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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
22 years in the industry.
- Osaic Wealth, Inc.Jun 2024 to now
- Real Estate SalesMay 2005 to now
- Pfg Advisors, LLCApr 2018 to Oct 2025
- Securities America, Inc.Dec 2016 to Jun 2024
- Dvvv LLC, Real Estate Property ManagementAug 2013 to Jun 2021
- Foothill Securities, Inc.Aug 2009 to Dec 2016
- Cue Financial Group, Inc.Dec 2004 to Dec 2018
Exams passed
- Series 66 · Uniform Combined State Law1997
State registrations
Registered as an investment adviser representative in 1 state (AZ).
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
- 2954279
- Firm CRD
- 23131