LPL Financial
37yrs
Top advisor by experience in Celina
2yrs
Guy Charles
Financial advisor at Osaic Wealth
Guy Charles is a fiduciary financial advisor in Celina, Texas, with 2 years in the industry. Guy joined Osaic Wealth in 2024, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 38 advisors with offices in Celina, and one of 36 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office601 S Ohio Dr, Celina, TX 75009
FirmOsaic Wealth
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$398,336
Advisors at the firm8,052
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.
Series 66Uniform Combined State Law Examination
Career
- 2024 – nowOsaic Wealth, Inc.Current firm
Questions to ask Guy
Tailored to Guy’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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
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About Guy
How do I contact Guy?
Call Osaic Wealth at 800-821-5100 and ask for Guy Charles. Guy works from the Celina, TX office.
How long has Guy been a financial advisor?
Guy has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Guy hold?
Series 66. Tap any license on this page to see what it allows.
Is Guy a fiduciary?
Guy is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Guy paid?
Osaic Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Guy for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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