Bruce Linger
Bruce Linger is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Paramus, NJ, with 38 years of industry experience. Bruce operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
61 South Paramus Road, Suite 425, Paramus, NJ, 07652
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Regulatory History (1)
Customer Dispute
March 2014Other Business ActivitiesSells Insurance
Bruce is an insurance agent offering group accident & health, disability insurance, indexed annuities, fixed indexed annuities, life settlements, and fixed annuities. He also co-owns a vacation rental property and is the owner of Access Advisors, LLC, a holding company.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Osaic Fa, INC.
Osaic Fa, INC.Broker
Royal Alliance Associates, INC.Broker
The Lincoln National Life Insurance CompanyBroker
Lincoln Financial Advisors CorporationBroker
Invest Financial CorporationBroker
Bnl Securities INC.Broker
State Registrations40 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.