Audra Webb Lubawski

Employer firm

Osaic Institutions, Inc. CRD 35371

$6.49B regulatory AUM 7 advisory clients

Reported services (Item 5G)

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

• 02/1990 → Present
  First Bank Of North Carolina
  Southern Pines, NC
• 02/2013 → Present
  Infinex Investments, Inc.
  Southern Pines, NC

Previous Registrations

• 2008-07-22 → 2013-02-20
  Lpl Financial Llc
  Aberdeen, NC
  Southern Pines, NC
  Bennett, NC
  Carthage, NC
  Laurel Hill, NC
  Laurinburg, NC
  Lumberton, NC
  Maxton, NC
  Pinebluff, NC
  Southern Pines, NC
  Pinehurst, NC
  Pinehurst, NC
  Robbins, NC
  West End, NC
  St. Pauls, NC
  Vass, NC
  Southern Pines, NC
  Fort Mill, SC
  Southern Pines, NC
  Fairmont, NC
  Pembroke, NC
• 2003-07-31 → 2009-07-21
  Uvest Financial Services Group, Inc.
  Southern Pines, NC
  Southern Pines, NC
  Southern Pines, NC

Other Businesses

1.) Mary Kay. Make up sales. Not investment related. Started Dec 2016. Approx 4 hours per month. 0 during trading hours. Internet based sales. 2.) Trustee. 425 reynwood Ct, NC. Yes, Investment related. 2 hours per month. Managing real estate nd cash investments as trustee. 3.) Mary Margaret Graham, LLC. 1031 exchange. Manager for the LLC, not paid. Yes, investment related. Started Aug 2025. Approx 1 hour per month. I manage the deposits/disbursements and pay insurance and LLC expenses.

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-02-20
• S63 Uniform Securities Agent State Law Examination
  1999-06-04

Designations

• Certified Financial Planner

Other Names

• Audra Webb Mclean
• Audra Webb Mclean