Victoria C Printz

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

• 06/2015 → 03/2017
  Lpl Financial, Llc
  San Antonio, TX
• 06/2015 → 02/2017
  Texas Legacy Wealth Management
  San Antonio, TX
• 01/2019 → 08/2019
  Axa Equitable
  Charlotte, NC
• 01/2019 → 08/2019
  Axa Advisors, Llc
  New York, NY
• 06/2017 → 01/2019
  Bridgemark Strategies
  Charlotte, NC
• 08/2019 → Present
  Royal Alliance
  Charlotte, NC

Previous Registrations

• 2019-02-01 → 2019-05-08
  Equitable Advisors, Llc
  Charlotte, NC
• 2015-06-29 → 2017-02-01
  Tlwm Financial
  San Antonio, TX
• 2012-04-19 → 2015-06-25
  Lpl Financial Llc
  San Diego, CA
  San Antonio, TX
• 2008-08-01 → 2011-09-19
  Charles Schwab & Co., Inc.
  La Jolla, CA
  San Diego, CA
• 2008-02-20 → 2008-04-17
  Ameriprise Financial Services, Llc
  San Diego, CA

Exams

• S66 Uniform Combined State Law Examination
  2008-02-19

Other Names

• Victoria Cristine Printz
• Victoria Printz
• Victoria C Printz