William Jesse Teague

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

• 09/1976 → Present
  Fidelity Capital Management
  Raleigh, NC
• 11/1976 → 03/2019
  Capital Analysts, Incorporated
  Raleigh, NC
• 06/2012 → 03/2019
  Lincoln Investment
  Raleigh, NC
• 03/2019 → Present
  Royal Alliance
  Raleigh, NC

Previous Registrations

• 2012-06-01 → 2019-04-02
  Lincoln Investment
  Raleigh, NC
• 2012-06-04 → 2019-04-02
  Capital Analysts
  Raleigh, NC
• 2001-12-31 → 2012-06-01
  Cincinnati Analysts, Inc.
  Raleigh, NC
  Raleigh, NC

Other Businesses

1. FIDELITY CAPITAL MANAGEMENT POSITION: Life Insurance Settlement agent NATURE: Life Insurance Settlements INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/18/2015 ADDRESS: 3101 Glenwood Ave, Suite 103, Raleigh NC 27612 DESCRIPTION: Represent existing life insurance clients who are considering cancelling or allowing to lapse life insurance coverage that no longer meets their needs. Not actively soliciting in this market. 2. BILL TEAGUE POSITION: Agent NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 01/01/1976 ADDRESS: 3101 Glenwood Ave, Suite 103, Raleigh NC 27612, United States DESCRIPTION: I solicit fixed insurance products for clients who need insurance products 3. FIDELITY CAPITAL MANAGEMENT INC POSITION: Vice President NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 01/01/1976 ADDRESS: 3101 Glenwood Ave, Suite 103, Raleigh NC 27612, United States DESCRIPTION: Registered Assistant to Financial Professional

Exams

• S66 Uniform Combined State Law Examination
  2008-03-11