Maria Arlita Lamas

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

• 07/2008 → 01/2025
  Lincoln Financial Securities Corporation
  Conroe, TX
• 03/2006 → Present
  Lincoln National Life
  Conroe, TX
• 01/2025 → Present
  Osaic Wealth, Inc.
  Conroe, TX

Previous Registrations

• 2006-05-08 → 2025-01-24
  Osaic Fs, Inc.
  Conroe, TX
  Conroe, TX

Other Businesses

1)ADVISORS FINANCIAL GROUP, 16629 STONECREST DRIVE CONROE, TX 77302 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERS ACCIDENT/HEALTH INSURANCE, DISABILITY INCOME INSURANCE, FIXED/INDEXED ANNUITIES, HEALTH SAVINGS ACCOUNTS, LONG-TERM CARE INSURANCE AND TRADITIONAL LIFE INSURANCE START DATE: 9/1/1998 HOURS PER MONTH: 100 HOURS PER MONTH DURING TRADING HOURS: 50 2) ADVISORS FINANCIAL GROUP, MARIA ARLITA LAMAS POSITION: Agent NATURE: Insurance sales INVESTMENT RELATED: No NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 50 START DATE: 09/01/1998 ADDRESS: 16629 Stonecrest Drive, Conroe TX 77302, United States DESCRIPTION: sales

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-04-24
• S63 Uniform Securities Agent State Law Examination
  1999-04-09

Other Names

• Arlette Lamas