Unclaimed
George Barr Bryce is a financial advisor with over 30 years of experience in the industry. George is currently registered with Osaic Wealth, Inc. George previously worked at Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, Carillon Investments, Inc., Wyoming Financial Securities, Inc., and Lincoln National Pension Insurance Company. George holds Series 7TO, SIE, and Series 1 licenses. George is currently registered in Wyoming. George is an expert in providing financial planning, pension consulting, educational seminars, and selection of other advisors.
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
WY
10/27/2023 - Present
Osaic Wealth, Inc. (CASPER WY)
WY
07/12/1989 - 11/02/2023
LINCOLN FINANCIAL ADVISORS CORPORATION (CASPER WY)
IN
07/12/1989 - 05/31/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
OH
10/10/1984 - 12/08/1990
CARILLON INVESTMENTS, INC. (CINCINNATI OH)
WY
07/08/1986 - 10/17/1989
WYOMING FINANCIAL SECURITIES, INC. (CHEYENNE WY)
NA
06/24/1982 - 10/29/1984
LINCOLN NATIONAL PENSION INSURANCE COMPANY
NA
12/28/1981 - 06/02/1982
LINCOLN NATIONAL PENSION INSURANCE COMPANY
NA
12/21/1970 - 06/02/1982
LINCOLN FINANCIAL ADVISORS CORPORATION
NA
12/21/1970 - 06/02/1982
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
BC
Issued 10/04/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/1970
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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