Gerry Moody Hamill

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

• 02/1997 → Present
  The Lincoln National Life Insurance Company
  Atlanta, GA
• 02/1997 → 01/2025
  Lincoln Financial Advisors Corporation
  Woodstock, GA
• 01/2025 → Present
  Osaic Wealth, Inc.
  Woodstock, GA

Previous Registrations

• 2014-05-16 → 2025-01-24
  Osaic Fa, Inc.
  Atlanta, GA
  Woodstock, GA
  Woodstock, GA
  Virginia Beach, VA
  Woodstock, GA

Other Businesses

1.) LINCOLN FINANCIAL ADVISORS 805 WESTOVER COURT WOODSTOCK, GA 30188 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFER AND SERVICE TRADITIONAL LIFE INSURANCE USING GENERAL AGENCY BACKNINE. START DATE: 05/06/2020 HOURS PER MONTH: 6 HOURS PER MONTH DURING TRADING HOURS: 6

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-03-10
• S63 Uniform Securities Agent State Law Examination
  1994-09-08

Other Names

• Geraldine Moody Hamill