William Dana Webb
Investment adviser representative at Osaic Advisory Services, LLC
12 yearsExperience
3 statesRegistered in
$15.5BFirm assets
12 yearsFirm in business
Are you William Dana Webb? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Osaic Advisory Services, LLCNov 2024 to now
- Osaic Wealth, Inc.Jun 2024 to now
- Fortress Wealth AdvisorsJan 2014 to now
- Arbor Point AdvisorsJan 2014 to Nov 2024
- Securities America IncJan 2014 to Jun 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1993
State registrations
Registered as an investment adviser representative in 3 states (FL, NE, TX).
Osaic Advisory Services, LLC
$15.5BAssets managed
29,898Clients
348Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2277236
- Firm CRD
- 171070