David Mire
David Mire is a registered investment advisor at Osaic Wealth, INC., based in Lafayette, LA, with 39 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
106 Sears Drive, Lafayette, LA, 70503
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Regulatory History (1)
Customer Dispute
April 2004Other Business ActivitiesSells Insurance
David is the President/CEO of Rock Financial Group, LLC, and a registered representative with Royal Alliance Associates Inc. He also owns The Rock Financial Group and The Rock Investment Properties LLC, all of which are investment-related.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Sentra Securities CorporationBroker
Planned Investments INC.Broker
First American National Securities, INC.Broker
First American National Securities, INC.Broker
State Registrations31 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.