Eva Obregon
Financial advisor at Osaic Wealth, Inc. · Glendale, AZ
Last updated 2026-10-10
Claim your profileEva Obregon is a financial advisor at Osaic Wealth, Inc. in Glendale, AZ, CRD 5835231. Licenses and exams on the registration: Series 66. First registered 2010-12-15.
Registration
- CRD number
- 5835231
- Registration status
- Active
- First registered
- 2010-12-15
- Years of experience
- 15
- States registered
- AZ, CA
Licenses and exams
- Series 66
Work history
- 2014-01 to 2019-03 · Waddell & Reed, Inc · Peoria, AZ
- 2014-05 to 2019-03 · Various Insurance Carriers for W&R Insurance Agencies · Glendale, AZ
- 2015-01 to Present · Eba Legacy LLC · Phoenix, AZ
- 2014-01 to 2019-03 · Gals Prepared To Succeed Jr · Phoenix, AZ
- 2017-09 to 2019-03 · Edward Janulis · Peoria, AZ
- 2018-08 to Present · Eva Obregon · Glendale, AZ
- 2019-03 to 2025-01 · Lincoln Financial Advisors, Inc · Glendale, AZ
- 2025-01 to Present · Osaic Wealth, Inc. · Glendale, AZ
Current employment
- Osaic Wealth, Inc. · Scottsdale, AZ
Osaic Wealth, Inc.
- Regulatory AUM
- $234,858,518,740
- Registered advisors
- 8,060
- Offices
- 4,720
- Clients per advisor
- 71.4 (Moderate)
- Average AUM per client
- $408.1K (Low)
- High-net-worth client ratio
- 9.6% (Low)
Osaic Wealth, Inc.: advisors, services and reported ETF investments
What this firm offers
Filed by Osaic Wealth, Inc. on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
- Educational Seminars or Workshops
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Broker-Dealer (Registered or Unregistered)
- Insurance Broker or Agent
- Sells Non-Advisory Products or Services
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Trust Company
- Insurance Company or Agency
- Pension Consultant
- Sponsor or GP of Pooled Investment Vehicl
Location
Glendale, AZ
5 advisors at this office.
Contact
The firm's filed contact details.
Official record
Are you Eva Obregon?
Claim your profile to add your biography, services, expertise, client focus, investment approach and fees. Advisor-confirmed information is separate from public SEC records.