William R. Buckley

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

• 05/2003 → 11/2022
  Lincoln Finacial Advisors Corporation
  Addison, TX
• 05/2003 → Present
  Lincoln National Life
  Addison, TX
• 11/2022 → Present
  Lincoln Finacial Advisors Corporation
  Sachse, TX
• 01/2025 → Present
  Osaic Wealth, Inc.
  Sachse, TX

Previous Registrations

• 2003-10-14 → 2025-01-24
  Osaic Fa, Inc.
  Dallas, TX
  Addison, TX
  Sachse, TX

Other Businesses

1) COMPTON TIME & MEASURE, LLC 113 ELMCREST MURPHY, TX75094 CATEGORY: SERVICE INVESTMENT-RELATED: NO TITLE: EMPLOYEE DUTIES: MEMBER OF GROUND CREW FOR RACES START DATE: 6/2017 HOURS PER MONTH: 20 HOURS PER MONTH DURING TRADING HOURS: 0

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-10-08
• S63 Uniform Securities Agent State Law Examination
  2003-03-19

Designations

• Certified Financial Planner