William Blackiston Wilmer

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

• 05/2016 → 11/2018
  Signator Investors, Inc.
  Charlotte, NC
• 11/2018 → Present
  Osaic Wealth, Inc.
  Charlotte, NC

Previous Registrations

• 2016-05-13 → 2018-11-02
  Signator Investors, Inc.
  Charlotte, NC
• 2009-09-04 → 2016-05-13
  Transamerica Financial Advisors, Llc
  Charlotte, NC
• 2007-08-16 → 2009-09-04
  Transamerica Financial Advisors, Inc.
  Charlotte, NC
  Charlotte, NC

Other Businesses

WILLIAM WILMER POSITION: Owner NATURE: Fixed Insurance Sales. 1-5 hours per month. This activity is done as a Sole Proprietoryship. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/01/2023 ADDRESS: 310 Arlington Avenue Suite 308, Charlotte NC 28203, United States DESCRIPTION: Fixed insurance sales

Exams

• S63 Uniform Securities Agent State Law Examination
  1981-06-18

Designations

• Chartered Financial Consultant

Other Names

• Bill Wilmer
• William Blackiston Wilmer