William Taber Brown
Investment adviser representative at Osaic Wealth, Inc.
10 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$234.9BFirm assets
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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
10 years in the industry.
- Osaic Wealth, Inc.Jun 2024 to now
- Securities America Advisors, Inc.Jan 2019 to Jun 2024
- Securities America, Inc.Jan 2019 to Jun 2024
- Questar Asset ManagementJul 2016 to Jan 2019
- Questar Capital CorporationJul 2016 to Jan 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 4 states (FL, NC, SC, TX).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 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
- 5898039
- Firm CRD
- 23131