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William Mitchell

Advisor at OSAIC

Updated today

Location

Madison, GA

Credentials

Series 63, Series 66

Industry experience

26 years

About

William Mitchell is a financial advisor at OSAIC Wealth Inc with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Jansson Financial Services, Ceros Financial Services, Lincoln Financial Advisors Corporation, and Ingleside Financial Group. Outside of advising, he operates a sole proprietorship focused on the sale of fixed insurance products. OSAIC Wealth Inc is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm employs a range of investment strategies supported by technology-driven asset allocation and portfolio management tools and offers access to multiple custodial platforms and third-party managers.

Client services

Based on OSAIC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on OSAIC

Annuities

Occupation focus

Based on OSAIC

Founder/Business Owner Executive Retired

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Fee options

Fixed

Fixed or flat fees for financial planning and consulting services generally up to $25,000, can exceed for high net worth individuals; Non-Discretionary Investment Advisory Services fixed fees from $500 to $15,000; Retirement Plan Consulting Services fixed fees from $1,000 to $100,000.

Percentage

$0 - $5,500: Negotiable, varies by Advisory Representative and program $5,500 - $10,000: Negotiable, varies by Advisory Representative and program $10,000+: Negotiable, varies by Advisory Representative and program

Commissions

Advisory Representatives may receive commissions as registered representatives or insurance agents for securities or insurance product sales outside advisory accounts.

Project-based

$0 - $750 per hour for financial planning and consulting services, Non-Discretionary Investment Advisory Services, and Retirement Plan Consulting Services.

Other

Account minimum: $5,500 to $10,000 depending on program Fee-only: Advisory fees negotiated individually by Advisory Representatives; often asset-based fees with wrap or non-wrap structures; fees can be up to 3% annually for Plan Participant Retirement Program; fee schedules vary by program and Advisory Representative.

Location

Madison, GA

Most active in

Georgia · Tennessee · Texas

Work history

OSAIC Wealth Inc

2024 - Present (2 years)

Jansson Financial Services

2017 - Present (9 years)

Ceros Financial Services

2017 - 2024 (7 years)

LINCOLN FINANCIAL ADVISORS Corporation

2015 - 2017 (2 years)

Ingleside Financial Group

2009 - 2017 (8 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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CFP®, CFA®, PFS™, Series 63, Series 65

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James Hankinson is a CFP®, CFA®, and PFS™ credentialed advisor with 18 years of industry experience. He is the sole advisor at Hankinson Wealth Advisors LLC in Greensboro, GA, where he has worked since 2018. Prior to that, he was with Hankinson Wealth Management, Inc. for over two decades. Hankinson also holds Series 63 and Series 65 licenses. Hankinson Wealth Advisors provides discretionary and non-discretionary wealth management services, combining ongoing financial planning and portfolio management for individuals, high-net-worth clients, business entities, trusts, estates, and charitable organizations. The firm emphasizes personalized asset allocation using mutual funds, ETFs, and individual securities, with continuous monitoring and rebalancing.

Wealth management
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ChFC®, Series 63, Series 66

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Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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