William Calvin Collins

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:

Current Employers

Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

Authority	Category	Status	Date
MD	RA	APPROVED	2019-09-24
TX	RA	APPROVED	2016-12-20
GA	RA	APPROVED	2013-12-04

MD RA
APPROVED

Since 2019-09-24
TX RA
APPROVED

Since 2016-12-20
GA RA
APPROVED

Since 2013-12-04

Branch Locations

Lakeway, TX • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Integrated Resources Equity Corporation	Lakeway	TX	09/1986	Present
Royal Alliance Associates, Inc.	Lakeway	TX	11/1989	Present

09/1986 → Present

Integrated Resources Equity Corporation

Lakeway, TX
11/1989 → Present

Royal Alliance Associates, Inc.

Lakeway, TX

Previous Registrations

1990-06-14 → 2013-07-10

Collins Financial Planning, Inc.

Other Businesses

1. WILLIAM C. COLLINS POSITION: Insurance Agent NATURE: Individual INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2019 ADDRESS: 201 Grant Cannon Lane, Lakeway TX 78738, United States DESCRIPTION: As a Certified Financial Planner, I attempt to assist my clients with their Life Ins. and Long Term Care Insurance needs.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1987-07-23

S63 Uniform Securities Agent State Law Examination

1987-07-23

Designations

Certified Financial Planner

Other Names

Bill Collins

View on SEC IAPD