William Henry Foulk

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

• 07/2008 → 01/2025
  Lincoln Financial Securities Corporation
  Dallas, TX
• 01/2025 → Present
  Osaic Wealth, Inc.
  Dallas, TX

Previous Registrations

• 2005-01-11 → 2025-01-24
  Osaic Fs, Inc.
  Dallas, TX
  Dallas, TX
• 2000-06-06 → 2004-12-31
  Osaic Fs, Inc.
  Dallas, TX

Other Businesses

1)WILLIAM H. FOULK III, 5310 ASHBROOK ROAD DALLAS, TX 75227 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERS HEALTH INSURANCE, DISABILITY INSURANCE, HEALTH SAVINGS ACCOUNTS, LONG TERM CARE INSURANCE, AND TRADITIONAL LIFE INSURANCE START DATE: 01/96 HOURS PER MONTH: 2 HOURS PER MONTH DURING TRADING HOURS: 2 2)WILLIAM FOULK III 5310 ASHBROOK ROAD DALLAS, TX CATEGORY: REAL ESTATE RENTAL AND MANAGEMENT INVESTMENT-RELATED: YES TITLE: SELF DUTIES: COLLECT RENT AND MANAGE MULTIPLE PROPERTIES START DATE: 1/2004 HOURS PER MONTH: 40 HOURS PER MONTH DURING TRADING HOURS: 1

Exams

• S63 Uniform Securities Agent State Law Examination
  1996-01-19

Other Names

• William Henry Foulk