William Paul Frailey

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

• 01/1983 → Present
  Mutual/United Of Omaha
  San Jose, CA
• 03/1987 → Present
  Conn General Life Ins. Company
  Seattle, WA
• 12/2015 → 11/2018
  Signator Investors, Inc.
  Olympia, WA
• 11/2018 → Present
  Osaic Wealth, Inc
  Olympia, WA

Previous Registrations

• 2015-12-28 → 2018-11-02
  Signator Investors, Inc.
  Olympia, WA
  Bellevue, WA
  Lafayette, CA
• 2012-01-17 → 2015-12-28
  Signator Financial Services, Inc.
  Bellevue, WA
  Olympia, WA
• 2002-07-30 → 2012-01-18
  Pacific West Financial Consultants Inc
  Olympia, WA

Other Businesses

1. WILLIAM FRAILEY/ WP FRAILEY WEALTH MANAGEMENT, INC. POSITION: agent NATURE: Sub S INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 10/01/1981 ADDRESS: 1416 State Ave NE, Olympia WA 98506, United States DESCRIPTION: Life Insurance Agent. Most months I spend 0 time doing this activity.

Exams

• S63 Uniform Securities Agent State Law Examination
  1984-01-31

Designations

• Certified Financial Planner

Other Names

• Skip Frailey
• Skip Frailey