Bruce Duncan Linger

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

• 09/1990 → 01/2025
  Lincoln Financial Advisors Corp.
  Paramus, NJ
• 08/2001 → 01/2025
  Lincoln Financial Advisors Corp
  Paramus, NJ
• 01/2025 → Present
  Osaic Wealth, Inc.
  Paramus, NJ

Previous Registrations

• 2004-04-12 → 2025-01-24
  Osaic Fa, Inc.
  Rochelle Park, NJ
  Paramus, NJ
  Paramus, NJ
  Paramus, NJ
  Sarasota, FL

Other Businesses

1) PROVIDENT AGENCY 272 ALPHA DR PITTSBURGH, PA 15238 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERING GROUP ACCIDENT & HEALTH AND DISABILITY INSURANCE. START DATE: 01/01/07 HOURS PER MONTH: 0 HOURS PER MONTH DURING TRADING HOURS: 0 2) ACCESS ADVISORS, LLC 395 W PASSAIC STREETROCHELLE PARK, NJ 07662 CATEGORY: HOLDING COMPANY INVESTMENT-RELATED: NO TITLE: OWNER DUTIES: HOLDING COMPANY FOR PARTNERSHIP FOR THE PURPOSE OF PAYING OF ALL JOINT BUSINESS EXPENSES. START DATE: 12/31/95 HOURS PER MONTH: 2 HOURS PER MONTH DURING TRADING HOURS: 0 3) PINNACLE-LANTANA FL-PROVIDING ENROLLMENT SERVICES ON 401K-1/1/08 TO PRESENT- 10 TRADING HOURS;ACCESS ADVISORS-BUSINESS LLC-12/31/95 TO PRESENT-2 NON TRADING HOURS PER MONTH. 4) BRUCE LINGER GO FOR ANWERS 61 SOUTH PARAMUS ROAD PARAMUS, NJ 07652 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERS INDEXED ANNUITIES AND FIXED INDEXED ANNUITIES START DATE: 08/01/2024 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 1 5) BRUCE LINGER GO FOR ANSWERS 61 S PARAMUS RD PARAMUS, NJ 07652 CATEGORY: LIFE SETTLEMENTS INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFERING LIFE SETTLEMENTS START DATE: 08/01/2024 HOURS PER MONTH: 2 HOURS PER MONTH DURING TRADING HOURS: 2 6) LANDINGS RESIDENCES MIGNONNE (ST. LUCIA) LTD CNR BRAZIL & MONGIRAUD STREET CASTRIES ST. LUCIA CATEGORY: REAL ESTATE MANAGEMENT, RENTAL INVESTMENT RELATED: YES TITLE: CO-OWNER DUTIES: VACATION RENTAL START DATE: 3/31/2022 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 1 7) BRUCE LINGER GO FOR ANWERS 61 SOUTH PARAMUS RD STE 425 PARAMUS NJ 07652 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFERS DISABILITY INSURANCE AND FIXED ANNUITIES VIA OUTSIDE CARRIERS START DATE: 08/01/2024 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 1

Exams

• S63 Uniform Securities Agent State Law Examination
  2002-08-26

Designations

• Certified Financial Planner

Other Names

• Bruce Duncan Linger