Bruce Richard Farman

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

• 03/1988 → 01/2025
  Lincoln Financial Advisors Corporation
  Watkinsville, GA
• 01/2025 → Present
  Osaic Wealth, Inc.
  Watkinsville, GA

Previous Registrations

• 2003-03-25 → 2025-01-24
  Osaic Fa, Inc.
  Fayetteville, GA
  Fayetteville, GA
  Watkinsville, GA

Other Businesses

1) FINANCIAL PLANNING STRATEGIES, INC. (GRANDFATHERED MARKETING NAME SINCE 5/10/2000) POSITION: President NATURE: Offering fixed annuities, EIAs, fixed (including term) life insurance and disability insurance products to prospective clients INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 02/06/2009 ADDRESS: 1021 Matties Walk, Watkinsville GA 30677, United States DESCRIPTION: Offering fixed annuities, EIAs, fixed (including term) life insurance and disability insurance products to prospective clients

Exams

• S63 Uniform Securities Agent State Law Examination
  1986-12-16

Designations

• Certified Financial Planner

Other Names

• Bruce R Farman