Linda Michelle Bumgarner

Sterling Capital Management LLC

8 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement Planning

Sterling Capital Management LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

37 advisors

Number of Clients

3,535 clients

Average Client Portfolio

$18.7M average

Assets Under Management

$66.2B

Fee Structure

Financial Planning:Investment management only

Location

454 Fayetteville Street, Suite 500, Raleigh, NC, 27601

Get directions

History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Sterling Capital Management LLC

July 2022 - Present · 3 yrs 7 mos

Previous Registrations

Ascensus Investment Advisors, LLC

May 2021 - June 2022 · 1 yr 1 mo

Bb&t Institutional Investment Advisers, INC.

March 2017 - December 2020 · 3 yrs 9 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.