Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Charles Porterfield is a financial advisor with over 30 years of experience in the industry. William is currently registered with Osaic Wealth, Inc., and is licensed in multiple states, including Texas, Arizona, Arkansas, Colorado, Connecticut, Florida, Illinois, Louisiana, Missouri, New Mexico, Ohio, Oklahoma, South Carolina, Tennessee, Virginia, and Washington. William's practice focuses on providing financial planning, portfolio management, and educational seminars to individuals, businesses, and charitable organizations.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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TX
01/24/2025 - Present
Osaic Wealth, Inc. (COLLEYVILLE TX)
IN
08/19/1998 - 04/06/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NJ
03/15/1991 - 08/27/1998
COPELAND EQUITIES, INC. (SOMERSET NJ)
NA
05/20/1988 - 10/05/1989
J. T. MORAN & CO., INC.
NA
09/24/1987 - 05/20/1988
SHERWOOD CAPITAL, INC.
BC
Issued 10/16/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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