William Roy Macdougall

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

• 09/2011 → 02/2025
  Lincoln Financial Securities Corporation
  Concord, NH
• 01/2014 → 02/2025
  Lincoln Financial Advisors Corporation
  Concord, NH
• 01/2025 → Present
  Osaic Wealth, Inc.
  Scottsdale, AZ
• 01/2025 → Present
  Osaic Wealth, Inc.
  Scottsdale, AZ

Previous Registrations

• 2014-04-22 → 2025-01-24
  Osaic Fs, Inc.
  Concord, NH
  Concord, NH
  Concord, NH
  Radnor, PA
  Fort Wayne, IN

Exams

• S66 Uniform Combined State Law Examination
  2014-04-17
• S63 Uniform Securities Agent State Law Examination
  2012-07-28

Other Names

• William Macdougall