William Charles Porterfield

Current Employers

Employment History

• 08/1998 → 01/2025
  Lincoln Financial Advisors Corporation
  Colleyville, TX
• 01/2025 → Present
  Osaic Wealth, Inc.
  Colleyville, TX

Previous Registrations

• 1998-08-19 → 2025-01-24
  Osaic Fa, Inc.
  Southlake, TX
  Colleyville, TX

Other Businesses

1)WILLIAM PORTERFIELD 62 MAIN STREET, SUITE 110 COLLEYVILLE TX 76034 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT/BROKER DUTIES: OFFERING FIXED ANNUITIES; INDEXED ANNUITIES; FIXED LIFE INSURANCE START DATE: JUNE 24, 2009 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 1 2)WILLIAM C PORTERFIELD 7904 SHEFFIELD CT NORTH RICHLAND HILLS TX. 76182 CATEGORY: REAL ESTATE RENTAL INVESTMENT-RELATED: YES TITLE: OWNER DUTIES: FARM RENTAL. START DATE: 1/2013 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 0 3)WILLIAM C. PORTERFIELD 62 MAIN STREET, SUITE 110 COLLEYVILLE, TX 76034 CATEGORY: RENTAL INVESTMENT RELATED: YES TITLE: OWNER DUTIES: RENT AND PROVIDE ACCESS TO A PRIVATE OFFICE START DATE: 1/1/2023 HOURS PER MONTH: 0 HOURS PER MONTH DURING TRADING HOURS: 0 4)WILLIAM PORTERFIELD 62 MAIN STREET SUITE 110, COLLEYVILLE, TX 76034 CATEGORY: RENTAL INVESTMENT RELATED: YES TITLE: OWNER DUTIES: PROVIDE ACCESS TO A SECURED PRIVATE OFFICE IN LEU OF CASH RENT START DATE: 8/1/2024 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 1 5)DENALI WEALTH MANAGEMENT POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 64 START DATE: 01/01/2001 ADDRESS: 62 Main Street, Suite 110, Colleyville TX 76034, United States DESCRIPTION: Client relationship management Financial plan design

Exams

• S63 Uniform Securities Agent State Law Examination
  1987-10-16

Other Names

• Bill Porterfield
• William Charles Iii Porterfield