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William C

Series 63, Series 66

Bentonville, AR

OSAIC

William Clive is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. His prior roles include positions at Securities America Advisors, Inc., KMS Financial Services, Inc., and he has operated Clive Financial Services, Inc. since 2003. Outside of advisory services, he prepares approximately 600 tax returns annually for clients. OSAIC serves a broad range of retail and institutional clients through a large network of financial advisers, offering brokerage and investment advisory services, financial planning, retirement consulting, and access to third-party managed account solutions. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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