William Keng
William Keng is a ChFC-designated registered investment advisor at Osaic Wealth, INC., based in Ridgeland, MS, with 42 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
774 Avery Blvd., North, Suite C, Ridgeland, MS, 39157
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
William is a managing executive at Southeastern Financial and an insurance brokerage, dedicating full-time hours to each. He also owns multiple rental properties and is involved with several non-profit organizations, including serving as president of the Southern Federation of Syrian Lebanese Clubs.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Signator Investors, INC.
Signator Investors, INC.Broker
W. S. Griffith & CO., INC.Broker
New England Securities CorporationBroker
W. S. Griffith & CO., INC.Broker
W. S. Griffith & CO., INC.Broker
State Registrations18 states
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