Laurie Oldham Conforti

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

• 02/2010 → 12/2016
  Challenger School
  San Jose, CA
• 02/2017 → Present
  Securities America, Inc.
  Campbell, CA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Campbell, CA

Other Businesses

1. DBA - CONFORTI FINANCIAL 2. CONFORTI FINANCIAL POSITION: Client Service NATURE: Employment INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 80 START DATE: 12/27/2016 ADDRESS: 1475 S. BASCOM AVE., SUITE 108, CAMPBELL CA 95008 DESCRIPTION: Client Service Representative Process account forms Move money Mobile Deposit Checks

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-10-02

Other Names

• Laurie Ann Oldham