William C. Bone

OASIS ADVISORS

ATHENS, TX 75751

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CRD#: 7006426

Professional summary

William Carlisle Bone is a registered financial advisor currently at OASIS ADVISORS located in Athens, Texas.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. William has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) INSURANCE SALES; SAME ADDRESS; INVESTMENT RELATED; APPX 10% OF TIME DURING THE MONTH.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Carlisle Bone's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 29, 2025 - Present

OASIS ADVISORS

Office #1: 600 E Corsicana, Athens, TX 75751

RIA

CRD#: 335555

ATHENS, TX

Past

August 26, 2022 - August 27, 2025

TERRA WEALTH

RIA

CRD#: 320643

CANTON, TX

Past

September 6, 2019 - August 8, 2022

PFS INVESTMENTS INC.

RIA

CRD#: 10111

DALLAS, TX

Past

October 8, 2018 - August 8, 2022

PFS INVESTMENTS INC.

CRD#: 10111

DALLAS, TX

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(5/29/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/23/2019

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/29/2018

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/9/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 10/8/2018

Investment Company Products/Variable Contracts Representative Examination

Current Firm

OASIS ADVISORS

OASIS ADVISORS | OASIS ADVISORS, LLC

CRD#: 335555 / SEC#: 801-132394

RIA

Registered Investment Advisory firm - (4/11/2025 120-Day Approval)

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Contact information

Main Address

136 S 4th Street, Forest City, IA 50436

Mailing Address

Phone number

(641) 251-6001

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (23 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - OASIS ADVISORS (10/22/2025)

Regulatory assets under management

Total Number of Accounts	1,867
AUM (Assets Under Management)	$ 239,311,393

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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William C. Bone

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Carlisle Bone's CRS (Customer Relationship Summary).

Certified licenses

Experience

OASIS ADVISORS

TERRA WEALTH

PFS INVESTMENTS INC.

PFS INVESTMENTS INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 8/23/2019

Series 63

Date: 10/29/2018

SIE

Date: 10/9/2018

Series 6

Date: 10/8/2018

Current Firm

OASIS ADVISORS

Contact information

SEC notice filing (23 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

OASIS ADVISORS

TRUST BUT VERIFY

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