BO
CFP
BO
CFP

Benjamin Osborne

4 Years of Experience
Broker

Benjamin Osborne is a CFP-designated registered investment advisor, based in Charlotte, NC, with 4 years of industry experience.

Location

516 North Tryon Street, Suite 200, Charlotte, NC, 28202

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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.

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Employment History
Current Registrations
Linden Thomas and Company Securities, LLCBroker
May 2024 - Present · 1 yr 11 mos
Linden Thomas Advisory Services, LLC
May 2024 - Present · 1 yr 11 mos
Previous Registrations
Vanguard Advisers, INC.
September 2022 - May 2024 · 1 yr 8 mos
Vanguard Marketing CorporationBroker
August 2021 - May 2024 · 2 yrs 9 mos
State Registrations1 state
NC
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Benjamin Osborne - Financial Advisor | TrueAdvisor