William Mertins
William Mertins is a registered investment advisor at Osaic Wealth, INC., based in Pensacola, FL, with 39 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
11 A West Garden Street, Pensacola, FL, 32502
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Regulatory History (1)
Financial
February 2020Other Business ActivitiesSells Insurance
William owns William Mertins Photography since 1994, capturing and selling portrait and landscape photography. He also works as an insurance agent since 1987, selling annuities and non-variable life insurance, dedicating a few hours per week to this.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Securities America Advisors, INC.
Securities America, INC.Broker
Mutual Service CorporationBroker
Linsco/private Ledger CORP.Broker
Washington Square Securities, INC.Broker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations8 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.