Unclaimed
Bruce Richard Farman is a financial advisor with Osaic Wealth, Inc. with over 38 years of experience in the industry. Bruce has a CFP designation. Bruce has been registered with the state of Georgia since 1988 and the state of Texas since 2022. Bruce has been associated with Osaic Wealth, Inc. since 2025. Bruce provides financial planning, portfolio management, and pension consulting services to a range of clients, including individuals, businesses, and charitable organizations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
GA
01/24/2025 - Present
Osaic Wealth, Inc. (WATKINSVILLE GA)
IN
05/10/1988 - 04/17/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NA
05/10/1988 - 01/03/1989
LINCOLN NATIONAL PENSION INSURANCE COMPANY
NA
12/01/1986 - 07/05/1988
MARKETING ONE SECURITIES, INC.
BC
Issued 12/16/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/1987
Series 7 - General Securities Representative Examination
BC
Issued 07/07/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Bruce Farman is the right advisor for you? Invested Better is here to help.