Brian Walter Gracie

Current Employers

Employment History

• 05/1988 → 01/2025
  Lincoln Financial Advisors Corporation
  Lutherville, MD
• 01/2025 → Present
  Osaic Wealth, Inc.
  Hunt Valley, MD

Previous Registrations

• 1997-01-24 → 2025-01-24
  Osaic Fa, Inc.
  Hunt Valley, MD
  Lutherville, MD
  Vienna, VA
  Naples, FL

Other Businesses

1. HERITAGE FINANCIAL CONSULTANTS LLC. 307 INTERNATIONAL CIRCLE SUITE 390 HUNT VALLEY, MD 21030 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: OWNER/AGENT DUTIES: OFFERS COMMISSION-BASED GROUP BENEFITS, DISABILITY INSURANCE, FIXED ANNUITIES, LONG TERM CARE INSURANCE, TRADITIONAL LIFE INSURANCE, AND FIXED LIFE SETTLEMENTS. START DATE: 01/01/2009 HOURS PER MONTH: 150. HOURS PER MONTH DURING TRADING HOURS: 150. 2. BRIAN GRACIE AND ASSOCIATES, INC. 307 INTERNATIONAL CIRCLE, STE 390 HUNT VALLEY MD 21030 CATEGORY: LEGAL ENTITY INVESTMENT RELATED: NO TITLE: OWNER DUTIES: ENTITY SET UP TO PAY BUSINESS EXPENSES START DATE: 01/2016 HOURS PER MONTH: 200. HOURS PER MONTH DURING TRADING HOURS: 130. 3. HERITAGE FINANCIAL CONSULTANTS, LLC POSITION: member LLC NATURE: APG name INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 150 START DATE: 12/31/1998 ADDRESS: 307 international circle, suite 390, hunt valley MD 21030, United States DESCRIPTION: ongoing owner/member of LLC 4. BRIAN GRACIE CLU, CHFC, REBC POSITION: Agent NATURE: Viatical Settlement Broker contracted and appointed with Life Settlement Insights - Life Settlement individual fixed insurance with outside insurance companies INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2009 ADDRESS: 307 International Circle Suite 390, Hunt Valley MD 21030, United States DESCRIPTION: sell Life Settlement cases sell life, ltd, ltc and fixed annuities

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-01-14
• S63 Uniform Securities Agent State Law Examination
  1988-11-28