Wilmer Gresham Powell

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

• 08/2014 → 06/2024
  Securities America Inc
  Baton Rouge, LA
• 08/2014 → 06/2024
  Securities America Advisors
  Baton Rouge, LA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Baton Rouge, LA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Baton Rouge, LA

Previous Registrations

• 2014-08-08 → 2024-06-14
  Securities America Advisors, Inc.
  Baton Rouge, LA
• 2002-07-24 → 2014-08-11
  Commonwealth Financial Network
  Baton Rouge, LA
  Clinton, LA
  Baton Rouge, LA
  Clinton, LA

Other Businesses

***POWELL FINANCIAL SERVICES - DBA FIXED INSURANCE AND ANNUITY SALES - AGENT - INVESTMENT RELATED - START DATE 02/1999 - LOCATED AT 2327 TERRACE AVE, BATON ROUGE, LA 70806

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-12-21
• S63 Uniform Securities Agent State Law Examination
  1990-11-12

Other Names

• Bucky Powell