Linda Spry
Linda Spry is a registered investment advisor at Osaic Wealth, INC., based in Florence, AL, with 26 years of industry experience. Linda 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
1212 Helton Drive Suite A, Florence, AL, 35630
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2003Other Business ActivitiesSells Insurance
Linda is an independent contractor for Legacy Capital Advisors and a senior partner in Legacy Capital Advisors LLC, dedicating about half her time to the LLC. She is also an agent for Amerilife and sells fixed insurance products, including life insurance, annuities, and long-term care disability, and handles insurance sales and renewals from MetLife, Mass Mutual, and Brighthouse.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Sagepoint Financial, INC.
Securian Financial Services, INC.Broker
Securian Financial Services, INC.
MML Investors Services, LLC
MML Investors Services, LLCBroker
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations4 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.