William Henry Wimberly

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

• 07/2015 → 10/2019
  Synovus Bank
  Greenville, SC
• 07/2015 → 10/2019
  Synovus Securities, Inc.
  Greenville, SC
• 10/2019 → 04/2024
  Synovus Securities, Inc.
  Greenville, SC
• 10/2019 → 04/2024
  Synovus Bank
  Greenville, SC
• 04/2024 → Present
  Osaic Wealth, Inc.
  Simpsonville, SC

Previous Registrations

• 2004-05-19 → 2024-04-16
  Synovus Securities, Inc.
  Columbus, GA
  Thomasville, GA
  Thomasville, GA
  Greenville, SC
  Columbus, GA
  Birmingham, AL
  Atlanta, GA
  Columbus, GA
  Newnan, GA

Other Businesses

1. WILLIAM H WIMBERLY JR - INSURANCE POSITION: insurance agent NATURE: sole proprietor INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 07/15/2003 ADDRESS: 2 Spring Tree Drive, Simpsonville SC 29681, United States DESCRIPTION: Life and Long-Term Care insurance sales.

Exams

• S66 Uniform Combined State Law Examination
  2004-05-18
• S63 Uniform Securities Agent State Law Examination
  1999-09-23

Other Names

• Bill Wimberly
• William Wimberly