Edward D. Outland

Some features on this profile are disabled

CRD#: 4109502

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Edward David Outland, who also goes by Ed Outland, was a registered financial professional .

Edward is a previously registered financial professional and started their career in finance in 2001. Edward had worked at 10 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Ed Outland

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

BETTER BUSINESS BUREAU OF NORTHEAST CALIFORNIA, 3075 BEACON BLVD WEST SACRAMENTO CA 95691, MEMBER - BOARD OF DIRECTORS, 3/30/2012, 4 HOURS TOTAL, 4 DURING TRADING HOURS, NON-PROFIT. -- FAMILY HERITAGE GROUP LLC CAL. INS., Investment-Related Business, Address: 10940 FAIR OAKS BLVD #100 FAIR OAKS CA 95628, Insurance Sales, Position: CEO - MANAGER, Began Outside Business Activity 07/01/2000, Mr. Outland designates 150-200 HOURS PER MONTH, 150-200 HOURS PER MONTH DURING TRADING HOURS, INDEPENDENT INSURANCE AGENT. EDWARD OUTLAND, 10940 FAIR OAKS BLVD STE 100 FAIR OAKS CA 95628, OFFICE SHARING, 4/7/2012, 0 HOURS TOTAL, 0 DURING TRADING HOURS, OFFICE SHARING ONLY. --

Blog Corner

CRS (Client Relationship Summary)

CRD#: 38697

SACRAMENTO, CA

Past

October 31, 2001 - October 2, 2002

LIBERTY GROUP, LLC

CRD#: 106036

OAKLAND, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ONESOURCE WEALTH MANAGEMENT

ONESOURCE ADVISORS, LLC | WISE MONEY GUYS | ONESOURCE WEALTH MANAGEMENT | ONESOURCE HEALTH & WEALTH MANAGEMENT

CRD#: 319078 / SEC#: 801-129864

RIA

Registered Investment Advisory firm - (4/18/2024 Approved)

California

Registered Investment Advisory firm - (5/24/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/24/2004

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/11/2002

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 5/17/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 10/30/2001

Investment Company Products/Variable Contracts Representative Examination

Current Firm

ONESOURCE WEALTH MANAGEMENT

ONESOURCE ADVISORS, LLC | WISE MONEY GUYS | ONESOURCE WEALTH MANAGEMENT | ONESOURCE HEALTH & WEALTH MANAGEMENT

CRD#: 319078 / SEC#: 801-129864

RIA

Registered Investment Advisory firm - (4/18/2024 Approved)

California

Registered Investment Advisory firm - (5/24/2024 Terminated)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

4080 Cavitt Stallman Road Suite 200, Granite Bay, CA 95746

Mailing Address

Phone number

(916) 967-3500

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/18/2025)

Regulatory assets under management

Total Number of Accounts	258
AUM (Assets Under Management)	$ 140,000,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Edward D. Outland

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

ONE SOURCE HEALTH & WEALTH MANAGEMENT

ONPOINTE ADVISORY AND FINANCIAL SERVICES, LLC

NATIONAL PLANNING CORPORATION

NATIONAL PLANNING CORPORATION

LPL FINANCIAL LLC

LPL FINANCIAL LLC

ASSOCIATED SECURITIES CORP.

ASSOCIATED SECURITIES CORP.

CETERA ADVISORS LLC

CETERA ADVISORS LLC

LEGACY ADVISORY SERVICES, INC.

LEGACY FINANCIAL SERVICES, INC.

LIBERTY GROUP, LLC

Primary Firm SEC Registration

ONESOURCE WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 2/24/2004

Series 63

Date: 3/11/2002

SIE

Date: 5/17/2016

Series 6

Date: 10/30/2001

Current Firm

ONESOURCE WEALTH MANAGEMENT

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ONESOURCE WEALTH MANAGEMENT

TRUST BUT VERIFY

Similar Advisors