Linda Vu is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Atlanta, GA, with 24 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
1633 Mt Vernon Rd, Suite 100, Atlanta, GA, 30338
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
Linda is a financial advisor at BDL Advisors, dedicating nearly full-time hours to meeting with clients and overseeing the Atlanta office. She also provides insurance products to clients through her sole proprietorship, Linda Vu - Insurance, and is a co-owner of Generational Financial Planners, LLC for protection and tax purposes, and a board member of Georgia Rotary Professional Alliance.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Fsc Securities Corporation
Fsc Securities CorporationBroker
Fsc Securities Corporation
Fsc Securities CorporationBroker
Dempsey Financial Network, INC.Broker
Northern Trust Securities, INC.Broker
State Registrations9 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.