Robert Lane Bagby

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

• 05/2009 → 09/2023
  Sagepoint Financial
  Austin, TX
• 09/2023 → Present
  Osaic Wealth, Inc.
  Cedar Park, TX

Previous Registrations

• 2009-05-29 → 2023-09-01
  Osaic Services, Inc.
  Austin, TX
  Austin, TX
  Cedar Park, TX
• 2005-05-16 → 2009-05-28
  Citigroup Global Markets Inc.
  Austin, TX
  Austin, TX
• 2001-03-30 → 2005-05-26
  Legg Mason Wood Walker, Incorporated
  Austin, TX

Other Businesses

1)INSURANCE BUSINESS. I DO FIXED ANNUITIES AND VARIABLE ANNUITIES OFFERED THROUGH TNBC AND I DEVOTE ABOUT 20 HOURS A MONTH TO THIS BUSINESS. ALSO, I OFFER CORPORATE IA AND DEVOTE ABOUT 20 HOURS A MONTH TO THIS BUSINESS WHICH I OFFER FINANCIAL PLANNING AND A FEE BASED PLATFORM FOR FINANCIAL ADVICE. WWW.FAOTX.COM & WWW.FINANCIAL ADVISORS OF TEXAS.COM PART OWNER, MAINTANANCE SUPPORT FOR WEBSITE. 2) ROBERT L. BAGBY POSITION: Owner - NATURE: Sole Proprietorship - INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 06/01/2009 ADDRESS: 1713 Westminster Way, Cedar Park TX 78613, United States DESCRIPTION: I help implement insurance for clients where it makes sense for their estate or financial plan.

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-07-31
• S63 Uniform Securities Agent State Law Examination
  1997-01-31