William James Barton
Investment adviser representative at Osaic Wealth, Inc.
13 yearsExperience
1 stateRegistered in
$234.9BFirm assets
29 yearsFirm 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 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
13 years in the industry.
- Osaic Wealth, Inc.Aug 2024 to now
- OsaicFeb 2024 to now
- Forest Hills Wealth LLCDec 2022 to now
- Corvel CorporationAug 2022 to Oct 2022
- Filkins GroupJun 2021 to Dec 2021
- Portland State UniversitySep 2020 to Aug 2022
- Portland Community CollegeSep 2018 to Aug 2022
- Togos SandwichesOct 2017 to Aug 2022
- ChipotleMar 2017 to Oct 2017
- SchoolSep 2013 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (OR).
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
- 7668588
- Firm CRD
- 23131