Supreme Alliance
47yrs
Top advisor for experience in Charlotte
45yrs
William Blackiston Wilmer Jr
Financial advisor at Osaic Wealth
At a glance
Experience45 years (since 1981)
How that compares ?Top 1% for experience in Charlotte
Office310 Arlington AVE Unit 308, Charlotte, NC 28203
FirmOsaic Wealth
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state
Services through Osaic Wealth
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Career
- 2018 – nowOsaic Wealth, Inc.Current firm
- 2016 – 2018Signator Investors, Inc.Previously
- 2009 – 2016Transamerica Financial Advisors, LLCPreviously
- 2007 – 2009Transamerica Financial Advisors, Inc.Previously
Questions to ask William
Tailored to William’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
About William
How do I contact William?
Call Osaic Wealth at 800-821-5100 and ask for William Blackiston Wilmer Jr. William works from the Charlotte, NC office.
How long has William been a financial advisor?
William has been in the industry since 1981, about 45 years. Top 1% for experience in Charlotte.
What licenses does William hold?
Series 63. Tap any license on this page to see what it allows.
Is William a fiduciary?
William is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is William paid?
Osaic Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask William for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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