Osaic Wealth
46yrs
Top advisor by experience in Southlake
4yrs
William James
Financial advisor at Truist Advisory Services
Based in Southlake, Texas, William James is a fiduciary financial advisor with 4 years of industry experience. William has been with Truist Advisory Services since 2025. Truist Advisory Services offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and flat fees.
One of 331 advisors with offices in Southlake, and one of 311 fiduciaries.
At a glance
Experience4 years (since 2022)
How that compares ?4 years in the industry
Office270 N Kimball Ave, Southlake, TX 76092
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$560,278
Advisors at the firm1,970
States licensed ?1 state
Services through Truist Advisory Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managersNewsletters and publicationsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Oct 2025 – nowTruist Advisory Services, Inc.Current firm
Questions to ask William
Tailored to William’s registration and firm.
- 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?
My notes and scorecard
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About William
How do I contact William?
Call William’s local office at (817) 310-4800 or the Truist Advisory Services main office at (800) 874-4770, and ask for William James.
How long has William been a financial advisor?
William has been in the industry since 2022, about 4 years. 4 years in the industry.
What licenses does William hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is William a fiduciary?
William is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is William paid?
Truist Advisory Services reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask William for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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