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Tisa B. Osborne

OSBORNE FINANCIAL PLANNING LLC
Peachtree City, GA 30269
Some features on this profile are disabled
CRD#: 6398216
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Professional summary

Tisa Bianca Osborne, who also goes by Tisa Bianca Chambers, Tisa Bianca Osborne, is a registered financial advisor currently at OSBORNE FINANCIAL PLANNING LLC located in Peachtree City, Georgia.

Tisa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Tisa has worked at 2 firms and has passed the Series 63, Series 65, SIE and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Tisa Bianca Chambers | Tisa Bianca Osborne

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.
Osborne Financial Planning, LLC 01/2019 to Present, Peachtree City, GA, Investment Related, GA, Life and Health insurance sales, 10% of time spent on this activity. INTABA LLC - Rental Property POSITION: My family owns several properties that are rental property NATURE: rental property INVESTMENT RELATED: No NUMBER OF HOURS: (10%) of my time: START DATE01/01/2014 ADDRESS: 4865 Autumn Circle, Stone Mtn GA 30088 DESCRIPTION: Phone calls with tenants and contractors

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tisa Bianca Osborne's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

February 5, 2021 - Present

OSBORNE FINANCIAL PLANNING LLC

Office #1: 470 Commerce Drive Suite 559, Peachtree City, GA 30269
RIA
CRD#: 311721
Peachtree City, GA
Past

June 30, 2015 - December 31, 2018

LINCOLN INVESTMENT

RIA
CRD#: 519
ATLANTA, GA
Past

March 4, 2015 - December 31, 2018

LINCOLN INVESTMENT

BD
CRD#: 519
ATLANTA, GA

State Registrations and Notice Filings

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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Georgia
(2/5/2021)

Exams

State Security Law Exam
RR
Series 63
Date: 4/30/2015
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 11/7/2014
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 3/4/2015
Investment Company Products/Variable Contracts Representative Examination

Current Firm

OF
OSBORNE FINANCIAL PLANNING LLC
OSBORNE FINANCIAL PLANNING LLC

CRD#: 311721 / SEC#:

Georgia
Registered Investment Advisory firm - (2/5/2021 Approved)
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Contact information

Main Address
470 Commerce Drive Suite 559, Peachtree City, GA 30269
Mailing Address
Po Box 510, Avondale Estates, GA 30002
Phone number
(404) 850-2059
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

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.

Company Information

OSBORNE FINANCIAL PLANNING LLC

CRD#: 311721Peachtree City, GA 30269

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