George Dean Karris

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2011 → 06/2017
  Foresters Financial Services
  Edison, NJ
• 08/2012 → 06/2017
  Foresters Advisory Services, Llc.
  Edison, NJ
• 12/2017 → 04/2018
  Foresters Financial Services
  Edison, NJ
• 12/2017 → 05/2019
  Foresters Advisory Services Llc
  Edison, NJ
• 06/2017 → 11/2017
  Unemployed
  Little Silver, NJ
• 04/2018 → 05/2019
  Foresters Financial Services
  Edison, NJ
• 04/2018 → 05/2019
  Foresters Investor Services
  Edison, NJ
• 04/2018 → 05/2019
  Foresters Advisory Services
  Edison, NJ
• 05/2019 → 06/2021
  Fsc Securities Corp
  Atlanta, GA
• 06/2021 → 06/2022
  Fsc Securities Corporation
  Atlanta, GA
• 06/2021 → 06/2022
  Self Employed
  Little Silver, NJ
• 06/2022 → 06/2023
  Sagepoint Financial
  Phoenix, AZ
• 06/2023 → 05/2024
  Self Employed
  Little Silver, NJ
• 05/2024 → Present
  Osaic Wealth, Inc
  Mount Laurel, NJ

Previous Registrations

• 2021-06-08 → 2023-06-16
  Fsc Securities Corporation
  Atlanta, GA
• 2022-06-20 → 2023-06-16
  Osaic Services, Inc.
  Scottsdale, AZ
• 2019-06-12 → 2021-06-04
  Fsc Securities Corporation
  Little Silver, NJ
  Atlanta, GA
• 2018-01-03 → 2019-05-17
  Foresters Advisory Services, Llc
  Edison, NJ
• 2012-08-13 → 2017-06-30
  Foresters Advisory Services, Llc
  Edison, NJ
• 2010-01-11 → 2011-05-02
  Foxhall Capital Management, Inc.
  Middleburg, VA
• 2006-05-16 → 2008-11-06
  Retirement Plan Advisors, Llc
  Chicago, IL
  Lake Villa, IL
  Round Lake Beach, IL
  Tinley Park, IL

Other Businesses

1. STRATEGIC FINANCIAL SERVICES CORP. POSITION: Chief Business Development Officer NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 05/06/2024 ADDRESS: 1300 Rte 73, Suite 110, Mt Laurel NJ 08054, United States DESCRIPTION: Business Development, Marketing, Client Service/Operations

Exams

• S63 Uniform Securities Agent State Law Examination
  2011-10-14
• S65 Uniform Investment Adviser Law Examination
  2006-05-15