William Carlisle Bone
Investment adviser representative at Oasis Advisors
51 yearsExperience
1 stateRegistered in
$277.7MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
51 years in the industry.
- Oasis Advisors, LLCMay 2025 to now
- Terra Wealth Management, LLCAug 2022 to Aug 2025
- Primamerica Financial ServicesJun 2018 to Aug 2022
- William C Bone DdsJul 1975 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (TX).
Oasis Advisors
Legal name: Oasis Advisors, LLC
$277.7MAssets managed
5,051Clients
22Advisers
1 yearIn 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
- 7006426
- Firm CRD
- 335555