William Claude Evans

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

• 02/2012 → 10/2016
  Morgan Stanley Smith Barney
  Charleston, SC
• 01/2015 → 10/2016
  Morgan Stanley Private Bank, National Association
  New York, NY
• 10/2016 → 11/2025
  Lpl Financial, Llc
  West Columbia, SC
• 10/2016 → 12/2018
  Ifg Advisory, Llc
  West Columbia, SC
• 11/2025 → Present
  Osaic
  Columbia, SC

Previous Registrations

• 2018-12-21 → 2025-11-26
  Lpl Financial Llc
  Daniel Island, SC
  Beaufort, SC
  North Charleston, SC
  North Charleston, SC
  Summerville, SC
  Beaufort, SC
  Bluffton, SC
  Port Royal, SC
  Spartanburg, SC
  Simpsonville, SC
  Orangeburg, SC
  Greer, SC
  Greenville, SC
  Bluffton, SC
  Greer, SC
  Beaufort, SC
  Orangeburg, SC
  North Charleston, SC
  Greenville, SC
  Summerville, SC
  Spartanburg, SC
  Simpsonville, SC
  Beaufort, SC
  North Charleston, SC
  Daniel Island, SC
• 2016-10-28 → 2019-02-25
  Ifg Advisory, Llc
  West Columbia, SC
  Atlanta, GA
• 2012-03-09 → 2016-11-01
  Morgan Stanley
  Charleston, SC
  Charleston, SC
• 2005-03-24 → 2012-01-12
  Tiaa-Cref Individual & Institutional Services, Llc
  Glendale, CO
  Denver, CO
  Glendale, CO
  Denver, CO
  Denver, CO
• 2003-07-10 → 2005-03-24
  Tiaa-Cref Trust Company, Fsb
  St. Louis, MO

Other Businesses

1. ONE11 ADVISORY POSITION: DBA for securities and insurance NATURE: LLC DBA is One11 Advisory EIN 00906139 INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 06/05/2018 ADDRESS: 1043 S Holly St, Columbia SC 29205, United States DESCRIPTION: DBA for securities and insurance

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-03-23
• S63 Uniform Securities Agent State Law Examination
  1997-12-29

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Bill Evans
• Billy Evans