William Howard Love

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/1998 → 11/2023
  Fsc Securities Corporation
  Naples, FL
• 11/2023 → Present
  Osaic Wealth, Inc.
  Fort Myers, FL

Previous Registrations

• 2004-08-23 → 2023-11-03
  Fsc Securities Corporation
  Fort Myers, FL
• 1998-09-11 → 2004-02-17
  Fsc Securities Corporation
  Bonita Springs, FL

Other Businesses

1. WEALTH MANAGEMENT OF SOUTHWEST FL, INC POSITION: V. President NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/15/1998 ADDRESS: 3900 Ellis Road, Fort Myers FL 33905, United States DESCRIPTION: fixed and life insurance 2. CASUAL COUNTRY COTTAGE, LLC POSITION: Owner NATURE: It is an Airbnb rental property structured as a LLC. INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 04/21/2020 ADDRESS: 3900 Ellis Road, Fort Myers FL 33905, United States DESCRIPTION: I use the Airbnb app to rent the property to guests. 3. HALL-LOVE ROYALTY, INC. POSITION: Owner NATURE: It is an LLC that contains oil and gas royalties that have been inherited within the family. My mother started this entity from rights that she inherited from her father. My siblings and I have now inherited these shares from my mother. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/12/2004 ADDRESS: 3900 Ellis Road, Fort Myers FL 33905, United States DESCRIPTION: I deposit checks received into a bank account.

Exams

• S66 Uniform Combined State Law Examination
  2000-11-21
• S63 Uniform Securities Agent State Law Examination
  1987-12-31

Other Names

• William H Love