William Edward Fagan

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

• 01/2016 → 01/2025
  Lincoln Financial Advisors Corporation
  Downingtown, PA
• 01/2025 → Present
  Osaic Wealth, Inc.
  Downingtown, PA

Previous Registrations

• 2016-01-21 → 2025-01-24
  Osaic Fa, Inc.
  Berwyn, PA
  Downingtown, PA
• 2003-03-24 → 2016-01-26
  Wells Fargo Clearing Services, Llc
  Thorndale, PA
  Wyomissing, PA
  West Chester, PA
  Radnor, PA
  Kennett Square, PA
  West Chester, PA
  West Chester, PA

Other Businesses

1)WILLIAM E FAGAN JR., 345 FRENCH CIRCLE, DOWNINGTOWN, PA 19335 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFERING ACCIDENT AND HEALTH INSURANCE, DISABILITY INSURANCE, EQUITY INDEXED ANNUITIES, FIXED ANNUITIES, HEALTH SAVINGS ACCOUNTS, AND TRADITIONAL LIFE INSURANCE START DATE: 01/14/2016 HOURS PER MONTH: 120 HOURS PER MONTH DURING TRADING HOURS: 120

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-03-15
• S63 Uniform Securities Agent State Law Examination
  1993-03-05

Other Names

• Bill Fagan