Carter Osborne has been an investment adviser representative at Planned Solutions Financial & Insurance Services since September 2026, and is not listed among the firm’s executive officers or direct owners.
Planned Solutions Financial & Insurance Services, Inc. is a Folsom, CA firm with $671M under management, 827 clients and 6 advisers in one office, as of its April 2026 filing.
- Planned Solutions, Inc.Current– present · under a yearFolsom, CA · Adviser representative · Firm CRD 105052
Investment adviser representative registrations
Carter Osborne is registered as an investment adviser representative in California, since September 2026.
- CaliforniaSince 2 September 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 9 August 2026 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Carter Julian Osborne
- CRD
- 8337332
- Firm
- Planned Solutions Financial & Insurance Services · CRD 105052
- Office
- 1130 IRON POINT ROAD #170, Folsom, CA 95630-8310
- Registration
- Investment adviser registration
- In the industry since
- September 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does Carter Osborne work?
Carter Osborne is an investment adviser representative registered through Planned Solutions Financial & Insurance Services, Inc. since September 2026, and is not listed among the firm’s executive officers or direct owners.
Is Carter Osborne a financial advisor?
Yes. Carter Osborne has a current investment-adviser registration in California, through Planned Solutions Financial & Insurance Services since September 2026.
How many years of experience does Carter Osborne have?
Carter Osborne has 0 years in the financial industry, since September 2026, across 1 adviser firm.
What exams has Carter Osborne passed?
Carter Osborne passed the Series 65 in August 2026.
Where is Carter Osborne based?
Carter Osborne’s registered office is in Folsom, CA.
Is Carter Osborne registered with FINRA?
No. Carter Osborne has no current broker registration.
How can I verify Carter Osborne’s record?
Search CRD 8337332 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Carter Osborne’s full registration record.