Paul Gregory O'LEary

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

• 08/2008 → 01/2025
  Lincoln Financial Advisors Corporation
  Celina, TX
• 01/2025 → Present
  Osaic Wealth, Inc.
  Celina, TX

Previous Registrations

• 2008-08-20 → 2025-01-24
  Osaic Fa, Inc.
  Plano, TX
  Addison, TX
  Celina, TX
• 2000-06-20 → 2008-08-26
  Equitable Advisors, Llc
  Plano, TX
  Meridian, MS
  Meridian, MS

Other Businesses

1) INSURANCE BROKEREAGE AND/OR SALES OF PROPERTY AND CASUALTY PRODUCTS OFFERED THROUGH VARIOUS CARRIERS;OFFERING FOR ALL LEVELS OF GROUP EMPLOYEE AND EXECUTIVE BENIFITS-NOT INVESTMENT RELATED-4/1/98 TO PRESENT-50 TRADING HOURS PER MONTH. 2) PAUL G. O'LEARY, 1055 S. Oklahoma Drive SUITE 2110 CELINA, TX, USA, 75009 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERS ACCIDENT AND HEALTH, FIXE/INDEXED ANNUITIES, LIFE SETTLEMENTS, AND TRADITIONAL INSURANCE PRODUCTS START DATE: 10/10 HOURS PER MONTH: 50 HOURS PER MONTH DURING TRADING HOURS: 50. 3) Swain & Baldwin Insurance and Risk Management, 107 W Lufkin Avenue, Lufkin, TX Category: Insurance Investment-Related: Yes Title: Sales person Duties: offering property and casualty insurance Start Date: 5/2008 Hours per month: 10 Hours per month during trading hours: 10 4) CORPORATE BENEFIT STRATEGIES, INC. 2705 OLD NORTH HILLS STREET, SUITE A MERIDIAN, MISSISSIPPI 39305 CATEGORY: CONSULTING INVESTMENT RELATED: YES TITLE: NATIONAL MARKETING DIRECTOR DUTIES: CONSULTING ORGANIZATION FOR ALL LEVELS OF GROUP EMPLOYEE AND EXECUTIVE BENEFITS. I WILL NOT BE INVOLVED IN ANY CONSULTING ACTIVITIES RELATED TO SECURITIES AT THIS TIME PER MY AGREEMENT WITH LINCOLN FINANCIAL ADVISORS. START DATE: 10/1/2010 HOURS PER MONTH: 50 HOURS PER MONTH DURING TRADING HOURS: 50 5) KWSEXECUTVECOMP, INC. - 291 S. PRESTON ROAD, SUITE 440-100, PROSPER, TX 75078 CATEGORY: CONSULTANT INVESTMENT RELATED: NO TITLE: OWNER/PRESIDENT DUTIES: CONSULTING ORGANIZATION FOR ALL LEVELS OF EXECUTIVE AND EMPLOYEE BENEFITS. THERE WILL BE NO CONSULTING ACTIVITIES RELATED TO SECURITIES. START DATE: 10/1/2024 HOURS PER MONTH: 40 HOURS PER MONTH DURING TRADING HOURS: 40

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-06-28
• S63 Uniform Securities Agent State Law Examination
  1992-08-20

Designations

• Chartered Financial Consultant

Other Names

• Paul Gregory O'LEary