Christopher
Lineberger

Osaic Institutions, Inc

CRD#2437727
Investment Advisor
in Newtown, CT

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About this Advisor

Christopher Lineberger is a financial advisor based in Newtown, Connecticut, working with Osaic Institutions, Inc. Christopher has previously held positions at Bankers Life Securities, Pruco Securities LLC, Lineberger Trading Company, LLC, Osaic Institutions, Inc, Newtown Savings Bank, Lineberger & Co, Boomerang Capital LLC, Bankers Life & Casualty, and The Prudential Insurance Company Of America. Christopher has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Connecticut. Currently, Christopher is part of Osaic Institutions, Inc, which operates out of Newtown, Connecticut. The firm has 557 offices and 722 employees. The firm manages assets totaling $3.6 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Osaic Institutions, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

32 Church Hill Rd
Newtown, CT 06470

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Osaic Institutions, Inc Brokerage Details

Total Assets Under Management

$3,626,644,800

CT Average: $5,297,377,271
Total Number of Employees

722

CT Average: 35
Total Number of Accounts

8,478

CT Average: 690
Average Account Size

$427,771

CT Average: $7,677,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Christopher Lineberger Work History

2024 - Present (0 year)

Osaic Institutions, Inc

2024 - Present (0 year)

Newtown Savings Bank

2022 - Present (2 years)

Pruco Securities LLC

2022 - Present (2 years)

The Prudential Insurance Company Of America

2020 - 2021 (1 year)

Bankers Life Securities

2020 - 2021 (1 year)

Bankers Life & Casualty

2019 - 2020 (1 year)

Lineberger Trading Company, LLC

2015 - 2019 (4 years)

Boomerang Capital LLC

2013 - 2015 (2 years)

Lineberger & Co

Disclosures

Please visit the SEC profile of Christopher Lineberger to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Osaic Institutions, Inc

Bret Kinzler
Fargo, ND
Lindsay Johnson
Muncy, PA
Amy Grieves
Chapel Hill, NC
Justin Perri
Cornelius, NC
Simion Procopenco
Centerville, MA
Ryan Robertson
Derry, PA
Peter Aiello
Canton, MA
Enoch Arnett
Christiansburg, VA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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