Joshua Scott Griffin
Investment adviser representative at Osaic Advisory Services, LLC
22 yearsExperience
15 statesRegistered in
$15.5BFirm assets
12 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.Aug 2024 to now
- Osaic Advisory Services, LLCMay 2023 to now
- Triad AdvisorsMay 2023 to Aug 2024
- Triad Hybrid SolutionsMay 2023 to Aug 2024
- Parkland SecuritiesAug 2014 to May 2023
- SpcNov 2004 to May 2023
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 15 states (AZ, CA, CO, FL, IA, IL, KS, MI, MN, NE, OH, SC, TX, VA, WA).
Osaic Advisory Services, LLC
$15.5BAssets managed
29,898Clients
348Advisers
12 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
- 4664355
- Firm CRD
- 171070