Linda Diane Dunbar

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

• 08/2009 → 06/2024
  Securities America, Inc
  Laguna Woods, CA
• 08/2009 → 03/2020
  Cooper Mcmanus
  Laguna Woods, CA
• 03/2020 → 06/2024
  Securities America Advisors
  Laguna Woods, CA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Laguna Woods, CA

Previous Registrations

• 2020-03-25 → 2024-06-14
  Securities America Advisors, Inc.
  Huntington Beach, CA
  Laguna Woods, CA
• 2009-09-01 → 2020-03-26
  Cooper Mcmanus
  Irvine, CA
• 2005-01-12 → 2009-09-02
  Ubs Financial Services Inc.
  Newport Beach, CA
  Newport Beach, CA
• 1997-07-08 → 2006-08-22
  Ep Wealth Advisors
  Torrance, CA

Other Businesses

1. BAY VIEW CAPITAL, ADVISORY GROUP POSITION: Insurance Agent NATURE: Linda Dunbar - Insurance Agent INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 03/17/2022 ADDRESS: 5511 Paseo Del Lago West, 2B, Laguna Woods CA 92637 DESCRIPTION: Insurance Agent 2. LINDA DUNBAR POSITION: Financial Advisor NATURE: Insurance Sales - Agent Investment Relatedless than 5% of time spend INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 09/01/2009 ADDRESS: 5511 Paseo Del Lago West, 2B, Laguna Woods CA 92637 DESCRIPTION: selling variable annuities

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-08-12
• S63 Uniform Securities Agent State Law Examination
  1993-09-01

Other Names

• Linda D Hills
• Linda D Sampson