Eva Obregon
Investment adviser representative at Osaic Wealth, Inc.
12 yearsExperience
2 statesRegistered 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
12 years in the industry.
- Osaic Wealth, Inc.Jan 2025 to now
- Eva ObregonAug 2018 to now
- Eba Legacy LLCJan 2015 to now
- Lincoln Financial Advisors, IncMar 2019 to Jan 2025
- Edward JanulisSep 2017 to Mar 2019
- Various Insurance Carriers for W&r Insurance AgenciesMay 2014 to Mar 2019
- Gals Prepared To Succeed JrJan 2014 to Mar 2019
- Waddell & Reed, IncJan 2014 to Mar 2019
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 2 states (AZ, CA).
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
- 5835231
- Firm CRD
- 23131