Brendan Caine Betsill

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

• 02/2019 → 06/2023
  Historymaker Homes
  Grapevine, TX
• 10/2016 → 02/2019
  Hooks Lincoln
  White Settlement, TX
• 08/2023 → Present
  Cox Financial Group
  Hudson Oaks, TX
• 01/2014 → 10/2016
  Oeste Ranch Golf Course
  Weatherford, TX
• 04/2024 → Present
  Osaic Wealth, Inc.
  Hudson Oaks, TX

Other Businesses

1. COX FINANCIAL GROUP POSITION: Registered Assistant NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/01/2023 ADDRESS: 3115 Ft. Worth Hwy, Suite 300, Hudson oaks TX 76087, United States DESCRIPTION: Scheduling clients, filing paperwork, Meeting note taking , various other clerical tasks 2. COX FINANCIAL GROUP POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/01/2023 ADDRESS: 3115 Ft. Worth Hwy, Suite 300, Hudson oaks TX 76087, United States DESCRIPTION: Meet with clients to conduct periodic reviews and create tailored financial plans.

Exams

• S66 Uniform Combined State Law Examination
  2024-08-28