Best Investors Account Sign in
Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2025-01-24
  • SC RA
    APPROVED
    Since 2025-01-24

Branch Locations

3955 Faber Place Drive Suite 102, N Charleston, SC 29405 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Collins And Associates Charleston SC 05/1985 Present
Lincoln Financial Securities, Inc Daniel Island SC 07/2008 01/2022
Lincoln Financial Securities N Charleston SC 01/2022 01/2025
Osaic Wealth, Inc. N Charleston SC 01/2025 Present
  • 05/1985 → Present
    Collins And Associates
    Charleston, SC
  • 07/2008 → 01/2022
    Lincoln Financial Securities, Inc
    Daniel Island, SC
  • 01/2022 → 01/2025
    Lincoln Financial Securities
    N Charleston, SC
  • 01/2025 → Present
    N Charleston, SC
Previous Registrations
  • 1999-09-24 → 2025-01-24
    Osaic Fs, Inc.
    N Charleston, SC
Other Businesses

1) DANNY K. YOUNG 3955 FABER PLACE DRIVE, SUITE 102 N CHARLESTON, SC 29405 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: INSURANCE AGENT DUTIES: ACCIDENT INSURANCE, DISABILITY INSURANCE, FIXED ANNUITIES, HEALTH SAVINGS ACCOUNTS, INDEXED ANNUITIES, LIFE SETTLEMENTS, AND TRADITIONAL LIFE INSURANCE START DATE: 1/1/90 HOURS PER MONTH: 30 HOURS PER MONTH DURING TRADING HOURS: 30 2) ALPHA OMEGA WEALTH PARTNERS, LLC 3955 FABER PLACE DRIVE, SUITE 102 N. CHARLESTON, SC 29405 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT/MANAGER DUTIES: SALE OF HEALTH INSURANCE, DISABILITY INSURANCE, FIXED ANNUITIES, INDEXED ANNUITIES, LONG-TERM CARE INSURANCE, PREMIUM FINANCING, AND TRADITIONAL LIFE INSURANCE START DATE: 4/1/2022 HOURS PER MONTH: 40 HOURS PER MONTH DURING TRADING HOURS: 40 3) ALPHA OMEGA WEALTH PARTNERSERS POSITION: Manager NATURE: To provide a marketing name and website to promote our products and services. INVESTMENT RELATED: Yes NUMBER OF HOURS: 35 SECURITIES TRADING HOURS: 35 START DATE: 04/01/2022 ADDRESS: 3955 Faber Place Drive, SUITE 102, N. Charleston SC 29405, United States DESCRIPTION: Promote firm as one the Managing Partners. 4) DANNY K YOUNG, SOLE PROPRIETOR POSITION: Sole Proprietor NATURE: Provide cash settlement offers to clients generally at a premium to their cash value in exchange for thier life insurance contracts. These are done working with a Life Settlement Company that provides competitive bids. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/01/2003 ADDRESS: 3955 Faber Place Drive, SUITE 102, N. Charleston SC 29405, United States DESCRIPTION: Provide quotes to those clients who have determined there no longer a need/ or the ability to pay for their current life insurance policy. 5) DANNY K YOUNG, SOLE PROPRIETOR POSITION: Sole Proprietor NATURE: Sales of fixed life insurance products. Also to include indexed life and annuity products that are approved by the Broker Dealer. In addition, provide fixed life settlement offers. INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 30 START DATE: 01/01/1990 ADDRESS: 3955 Faber Place Drive, Suite 102, N. Charleston SC 29405, United States DESCRIPTION: Provide those products outlined above to meet client needs and objectives.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1986-04-09
  • S63 Uniform Securities Agent State Law Examination
    1986-04-09
Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in N Charleston, SC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor