William Alan Mertins

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

• 05/2014 → Present
  Bill Mertins Photography
  Pensacola, FL
• 08/2016 → Present
  Raymond James Financial Services,Inc
  Pensacola, FL
• 08/2016 → Present
  First Florida Bank
  Pensacola, FL
• 08/2016 → Present
  Raymond James Financial Services Advisors Inc.
  Pensacola, FL
• 08/2019 → 01/2024
  Woodbury Financial Services, Inc.
  Pensacola, FL
• 01/2024 → Present
  Osaic Wealth, Inc.
  Pensacola, FL

Previous Registrations

• 2019-08-27 → 2024-01-19
  Woodbury Financial Services, Inc.
  Pensacola, FL
  Pensacola, FL
  Sanford, FL
• 2016-08-16 → 2019-08-26
  Raymond James Financial Services Advisors, Inc
  Pensacola, FL
• 1997-04-10 → 2016-08-08
  Securities America Advisors, Inc.
  Pensacola, FL

Other Businesses

1. WILLIAM MERTINS PHOTOGRAPHY POSITION: owner NATURE: Sole proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1994 ADDRESS: 1817 East Brainerd Street, Pensacola FL 32503, United States DESCRIPTION: Capture and sale of portrait and landscape photography 2. INSURANCE AGENT POSITION: owner NATURE: sole proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 02/01/1987 ADDRESS: 11 west garden street, Pensacola FL 32502, United States DESCRIPTION: sale of annuities and non-variable life insurance 3. MERTINS SERVICES POSITION: president NATURE: S Corporation Used to pay salary and business expenses. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 11/20/2023 ADDRESS: 1817 E Brainerd, Pensacola FL 32503, United States DESCRIPTION: write checks, enter expenses, accounting for tax purposes

Exams

• S63 Uniform Securities Agent State Law Examination
  1987-02-19

Other Names

• Bill Mertins
• William Mertins