LPL Financial
32yrs
Top advisor by experience in Beacon
17yrs
Rajan Kumar
Financial advisor at Osaic Wealth
At a glance
Experience17 years (since 2009)
How that compares ?Top 22% by experience in Beacon
Office427 Main Street Suite 104, Beacon, NY 12508
FirmOsaic Wealth
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state
Services through Osaic Wealth
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Combined State Law Examination
Career
- Sep 2024 – Dec 2024RBT Wealth LLCPreviously
- 2024 – nowOsaic Wealth, Inc.Current firm
- Nov 2022 – Jun 2024Securities America Advisors, Inc.Previously
- 2013 – 2022Private Advisor Group, LLCPreviously
- 2009 – 2013Valic Financial Advisors, Inc.Previously
Questions to ask Rajan
Tailored to Rajan’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Rajan
How do I contact Rajan?
Call Osaic Wealth at 800-821-5100 and ask for Rajan Kumar. Rajan works from the Beacon, NY office.
How long has Rajan been a financial advisor?
Rajan has been in the industry since 2009, about 17 years. Top 22% by experience in Beacon.
What licenses does Rajan hold?
Series 66. Tap any license on this page to see what it allows.
Is Rajan a fiduciary?
Rajan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Rajan paid?
Osaic Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Rajan for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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