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6801 Cahaba Valley Road, Suite 206 Birmingham, AL 35242

Mon – Fri: 8:00am – 5:00pm

(659) 238-0010

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Category: Uncategorized

May 1, 2024
Americans are increasingly getting financial and retirement planning guidance from social media, risking exposure to misinformation, harmful advice and outright…

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A financial services firm specializing in employer sponsored retirement plans.

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Plan Sponsor: (659) 238.0010

Participant Call Center: (866) 608.8650

Mon – Fri: 8:00am – 5:00pm CST

6801 Cahaba Valley Road, Suite 206 Birmingham, AL 35242

Osaic Wealth, Inc. CRS Form 

Renn Williams, Andrew Blankenship, and Charles Anderson are Registered Representatives offering securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC and a registered investment advisor. Advo(k)ate Advisors is not affiliated with Osaic Wealth, Inc. or registered as a broker-dealer or registered investment advisor.

This communication is strictly intended for individuals residing in the states of Alabama, Alaska, Arizona, California, Colorado, Delaware, Florida, Georgia, Illinois, Indiana, Kansas, Kentucky, Louisiana, Maryland, Michigan, Mississippi, Missouri, Nevada, New Jersey, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Virginia, Washington, and Wisconsin. No offers may be made or accepted from any resident outside the specific state(s) referenced.

IMPORTANT CONSUMER INFORMATION
A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

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FINRA is an independent, non-governmental regulator for all securities firms doing business with the public in the United States.

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. The company is not liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information, and programs made available through this website. When you access one of these websites, you are leaving our web site and assume total responsibility and risk for your use of the websites you are linking to.

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