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Linda Griffin Spry

Osaic Wealth, Inc.

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About Linda Griffin Spry

Linda Griffin Spry is a financial advisor with Osaic Wealth, Inc. Linda has been in the financial services industry since 1999. Linda has experience in securities trading, insurance sales, and retirement planning. Linda is registered with the state of Alabama and is also licensed to sell insurance products. Linda has been a senior partner of the Legacy Capital Advisors LLC since 2018. Linda is committed to providing her clients with personalized financial advice and guidance. Linda is also a licensed insurance broker with Amerilife.

Firm Information

Linda Spry is currently registered with Osaic Wealth, Inc.. Osaic Wealth, Inc. is a corporation headquartered in Scottsdale, AZ. The firm has been approved and operates as an investment advisor, offering financial planning, pension consulting, and educational seminars. Osaic Wealth, Inc. manages assets for individuals, businesses, and charitable organizations, and participates in wrap fee programs.
Osaic Wealth, Inc.

18700 N. HAYDEN ROAD

SCOTTSDALE, AZ 85255

$94.56B

Assets Under Management

39,691

Total Clients

8,460

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Linda Spry’s Registration & Firm History

AL

09/01/2023 - Present

Osaic Wealth, Inc. (FLORENCE AL)

AL

06/17/2021 - 09/01/2023

SAGEPOINT FINANCIAL, INC. (FLORENCE AL)

AL

05/18/2018 - 06/23/2021

SECURIAN FINANCIAL SERVICES, INC. (Florence AL)

AL

03/25/2017 - 05/17/2018

MML INVESTORS SERVICES, LLC (FLORENCE AL)

AL

04/16/1999 - 03/25/2017

MSI FINANCIAL SERVICES, INC. (FLORENCE AL)

AL

04/16/1999 - 07/09/2007

METROPOLITAN LIFE INSURANCE COMPANY (FLORENCE AL)

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Licenses & Designations

BOTH

Issued 04/22/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/14/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/29/2001

Series 7 - General Securities Representative Examination

BC

Issued 04/09/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Linda Griffin Spry. Review regulatory record here.
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