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Donald Paul Williamson

Osaic Wealth, Inc.

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About Donald Paul Williamson

Donald Williamson is a financial advisor at Osaic Wealth, Inc. Donald has been working in the financial industry since 1972. Donald Williamson has been a registered representative with Asco Financial Group, Inc. since 2009 and has been a registered investment advisor representative with Asco Financial Group, Inc. since 2009. In addition to his work with Asco Financial Group, Inc., Donald Williamson also manages AFG Pension Administration, a division of Asco Financial Group. Prior to joining Asco Financial Group, Inc., Donald Williamson was a registered representative with FSC Securities Corporation from 1997 until 2023. Donald Williamson has a deep understanding of the financial markets and is committed to providing his clients with personalized financial advice. Donald Williamson specializes in providing financial planning, portfolio management, and insurance services to individual clients and businesses.

Firm Information

Donald Williamson is currently registered with Osaic Wealth, Inc.. Osaic Wealth, Inc. is a corporation headquartered in Scottsdale, AZ. The firm has been approved and operates as an investment advisor, offering financial planning, pension consulting, and educational seminars. Osaic Wealth, Inc. manages assets for individuals, businesses, and charitable organizations, and participates in wrap fee programs.
Osaic Wealth, Inc.

18700 N. HAYDEN ROAD

SCOTTSDALE, AZ 85255

$94.56B

Assets Under Management

39,691

Total Clients

8,460

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Donald Williamson’s Registration & Firm History

PA

11/03/2023 - Present

Osaic Wealth, Inc. (KINGSTON PA)

PA

07/25/1997 - 11/03/2023

FSC SECURITIES CORPORATION (KINGSTON PA)

DE

03/21/1996 - 07/25/1997

1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)

PA

07/14/1993 - 03/25/1996

FIRST SECURITY INVESTMENTS, INC. (KINGSTON PA)

MA

01/15/1993 - 07/28/1993

PNMR SECURITIES, INC. (BOSTON MA)

MA

08/06/1991 - 09/30/1992

PNMR SECURITIES, INC. (BOSTON MA)

PA

03/28/1990 - 08/02/1991

BRYN MAWR SECURITIES INC. (KING OF PRUSSIA PA)

NJ

08/10/1989 - 09/01/1989

HYM FINANCIAL, INC. (CLIFTON NJ)

NY

11/09/1988 - 08/24/1989

BNL SECURITIES INC. (SYRACUSE NY)

NA

01/13/1988 - 11/22/1988

FOCUS SECURITIES, INC.

PA

11/24/1986 - 01/19/1988

BRYN MAWR SECURITIES INC. (KING OF PRUSSIA PA)

NA

03/23/1981 - 12/04/1986

P & I EQUITIES CORPORATION

NA

05/01/1972 - 01/14/1982

FRANKLIN FINANCIAL SERVICES CORPORATION

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Licenses & Designations

BC

Issued 01/02/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/22/1972

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Donald Paul Williamson.
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