Linda Puryear
Linda Puryear is a registered investment advisor at Osaic Institutions, INC., based in Asheville, NC, with 13 years of industry experience. Linda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning. Their firm serves 7,211 clients with $4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for customized advisory services are based on the value of your portfolio and are negotiable. The maximum advisory fee is 2.50%. You may pay monthly or quarterly account fees, either in advance or after the service is provided. These fees are directly deducted from your account. If you invest in mutual funds or ETFs, you'll pay advisory fees to both the fund manager and Osaic Institutions. If the custom advisory services apply to annuities for which the advisor receives trail compensation, such trail fees generally will be used to offset the advisory fee.
Location
10 Woodfin Street, Asheville, NC, 28801
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
December 2019Other Business Activities
Linda serves on the finance committee for Children First/Communities in Schools, a local non-profit, dedicating minimal time. She also works as VP - Director of professional Banking and Investment services at HomeTrust bank, which is investment related and takes more than full-time hours, and is the Board treasurer for RiverLink, dedicating a few hours per week.
Employment History
Current Registrations
Osaic Institutions, INC.
Osaic Institutions, INC.Broker
Previous Registrations
Bb&t Securities, LLC
Bb&t Securities, LLCBroker
Bb&t Investment Services, INC.
Bb&t Investment Services, INC.Broker
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.