Latrica Birgan

Employer firm

Osaic Advisory Services, LLC CRD 171070

$15.5B regulatory AUM 170 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

• 05/2020 → 09/2023
  Pfs Investments Inc.
  Huntsville, AL
• 06/2001 → 09/2023
  Primerica Financial Services
  Huntsville, AL
• 08/2000 → 08/2026
  Calhoun Community College
  Decatur, AL
• 01/2014 → Present
  Liberty University
  Lunchburg, VA
• 09/2023 → 08/2024
  Triad Advisors
  Norcross, GA
• 09/2023 → Present
  Triad Hybrid Solutions
  Norcross, GA
• 08/2024 → Present
  Osaic Wealth, Inc.
  Huntsville, AL

Previous Registrations

• 2020-10-27 → 2023-09-13
  Pfs Investments Inc.
  Huntsville, AL

Other Businesses

1. DUO Wealth Advisors, LLC investment related 515 Sparkman Dr, Huntsville,AL 35816 llc licensed admin 9/2023 100 hrs/month 70 hrs during trading answer phone calls, schedule meetings, and support visitors, carry out administrative duties such as filing, typing, copying, scanning, and checking mail, and assist with opening and maintaining client accounts 2. LIBERTY UNIVERSITY POSITION: Adjunct Mathematics Instructor NATURE: University INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 5 START DATE: 01/06/2014 ADDRESS: 1971 University BLVD, Lynchburg VA 24515 DESCRIPTION: teach mathematics, answer student questions, assign grades for students 3. THE ROUGE FOUNDATION POSITION: Member Board of Directors NATURE: Domestic Nonprofit Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2025 ADDRESS: P.O. Box 1945, Madison AL 35758, United States DESCRIPTION: Member of the board of directors is a voluntary non-paid appointment to the board for a term of three years. Th business and affairs of the Rouge Foundation is governed by the members of the board of directors. Members of the board of directors are not officers and do not have any fiduciary responsibility regarding the finances of the foundation.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-10-14
• S63 Uniform Securities Agent State Law Examination
  2020-07-16

Other Names

• Latrica Janiel Birgan