Mark David Bookbinder

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2000 → 01/2025
  Lincoln Financial Advisors Corp.
  Cherry Hill, NJ
• 01/2025 → Present
  Osaic Wealth, Inc.
  Cherry Hill, NJ

Previous Registrations

• 2009-06-24 → 2025-01-24
  Osaic Fa, Inc.
  Penn Valley, PA
  Cherry Hill, NJ
  Penn Valley, PA
  Cherry Hill, NJ
  Cherry Hill, NJ
  Cherry Hill, NJ
  Cherry Hill, NJ
  Berwyn, PA

Other Businesses

1) MARK BOOKBINDER DBA HERITAGE CONSULTANTS LLC 1800 CHAPEL AVENUE WEST SUITE 200 CHERRY HILL NJ 08002 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFERING ACCIDENT AND HEALTH INSURANCE, DISABILITY INSURANCE, FIXED AND FIXED INDEXED ANNUITIES, HEALTH SAVINGS ACCOUNTS, LONG TERM CARE INSURANCE, FIXED LIFE SETTLEMENTS, AND TRADITIONAL LIFE INSURANCE START DATE: 09/18/2024 HOURS PER MONTH: 20 HOURS PER MONTH DURING TRADING HOURS: 20 2) HERITAGE FINANCIAL CONSULTANTS LLC POSITION: AGENT/FP NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 07/01/2025 ADDRESS: 307 INTERNATIONAL DRIVE, SUITE 390, HUNT VALLEY MD 21030, United States DESCRIPTION: APG PAYOUT WITH HERITAGE FINANCIAL CONSULTANTS LLC

Exams

• S66 Uniform Combined State Law Examination
  2001-01-26