Charlene Bridger

Employer firm

Osaic Advisory Services, LLC CRD 171070

$15.5B regulatory AUM 170 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

• 10/2016 → 12/2017
  Edward Jones
  St Louis, MO
• 01/1996 → 10/2016
  Business Management Consultants, Accounting And Tax Services
  Waynesboro, PA
• 02/2018 → 12/2020
  Epic Wealth Management, Llc
  Chambersburg, PA
• 02/2018 → 12/2019
  Gray-Pilgrim & Associates
  Chambersburg, PA
• 12/2020 → Present
  Triad Hybrid Solutions
  Norcross, GA
• 12/2017 → 02/2018
  Unemployed
  Waynesboro, PA

Previous Registrations

• 2018-02-20 → 2020-12-22
  Epic Wealth Management, Llc
  Chambersburg, PA
• 2017-02-17 → 2017-12-20
  Edward Jones
  Waynesboro, PA
  Waynesboro, PA
  St Louis, MO
  Waynesboro, PA
  St Louis, MO
  Waynesboro, PA

Other Businesses

1)Kampstra Wealth Management;investment related;37 South 5th Street,Gettysburg,PA 17325;advisory;registered associate;12/2020;1 hr/month;0 hrs during trading;registered associate 2)Gray Pilgrim & Associates;not investment related;422 Epic Dr;accounting & business consultants;consultant;12/2020;4 hrs/month;0 hrs during trading;consultant

Exams

• S66 Uniform Combined State Law Examination
  2016-12-17

Other Names

• Charlene Elizabeth Ann Hall
• Charlene Elizabeth Ann Miller
• Charlene Elizabeth Ann Shears
• Charlene Elizabeth Ann Bridger
• Charlene Bridger