Benjamin
Osborne

Linden Thomas Advisory Services, LLC

CRD#7393292
Investment Advisor
in Charlotte, NC

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About this Advisor

Benjamin Osborne is a financial advisor based in Charlotte, North Carolina, working with Linden Thomas Advisory Services, LLC. Benjamin has previously held positions at The Vanguard Group, Inc, Signature Consultants, The Village Tavern, The Cornwell Center, Queens University Of Charlotte, Dobyns Bennett High School, Linden Thomas And Company Securities, LLC, and Linden Thomas Advisory Services LLC. Benjamin has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in North Carolina. Currently, Benjamin is part of Linden Thomas Advisory Services, LLC, which operates out of Charlotte, North Carolina. The firm has 11 employees and manages assets totaling $1.4 billion. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Linden Thomas Advisory Services, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

516 North Tryon Street, Suite 200
Charlotte, NC 28202

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Linden Thomas Advisory Services, LLC Brokerage Details

Total Assets Under Management

$1,369,636,810

NC Average: $3,625,019,099
Total Number of Employees

11

NC Average: 22
Total Number of Accounts

6,532

NC Average: 1,917
Average Account Size

$209,681

NC Average: $1,890,985

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Benjamin Osborne Work History

2024 - Present (0 year)

Linden Thomas And Company Securities, LLC

2024 - Present (0 year)

Linden Thomas Advisory Services LLC

2022 - Present (2 years)

The Vanguard Group, Inc

2021 - 2022 (1 year)

The Vanguard Group, Inc

2021 - 2021 (< 1 year)

Signature Consultants

2020 - 2020 (< 1 year)

The Village Tavern

2019 - 2020 (1 year)

The Cornwell Center

2018 - 2019 (1 year)

Queens University Of Charlotte

2017 - 2021 (4 years)

Queens University Of Charlotte

2013 - 2017 (4 years)

Dobyns Bennett High School

Disclosures

Please visit the SEC profile of Benjamin Osborne 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 Linden Thomas Advisory Services, LLC

Justin Carpenter
Charlotte, NC
Brandon Mcpherson
Charlotte, NC
Alexander Hill
Charlotte, NC
Joseph Warder
Charlotte, NC
Benjamin Osborne
Charlotte, NC
Jonathan Pickett
Charlotte, NC
Bryan Krakker
Charlotte, NC
Stephen Thomas
Charlotte, NC

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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