Linda Michelle Bumgarner

Employer firm

Sterling Capital Management LLC CRD 135405

$69.2B regulatory AUM 17 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

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

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

Current Employers

Employment History

• 06/2001 → 02/2021
  Bb&T Retirement & Institutional Services
  Raleigh, NC
• 03/2021 → 06/2022
  Ascensus, Llc
  Drescher, PA
• 06/2022 → Present
  Sterling Capital Management Llc
  Raleigh, NC

Previous Registrations

• 2021-05-25 → 2022-06-29
  Ascensus Investment Advisors, Llc
  Holly Springs, NC
  Needham, MA
• 2017-03-29 → 2020-12-31
  Bb&T Institutional Investment Advisers, Inc.
  Raleigh, NC
  Greenville, SC

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-03-16

Other Names

• Linda Michelle Wall