David Powell
David Powell is a registered investment advisor at Osaic Wealth, INC., based in Oklahoma City, OK, with 37 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
3101 Tinker Diagonal, Suite A, Oklahoma City, OK, 73115
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2001Other Business Activities
David is a managing member of James and Edith Powell Family LLC, president of Heartland T's of OKC, a notary public, and chair of trustees at Cornerstone United Methodist Church. These activities require minimal time commitment and are not investment-related.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
First Independent Advisory Services, INC.
First Independent Financial Services, INC.Broker
Primevest Financial Services, INC.
Primevest Financial Services, INC.Broker
Arvest Asset Management
Arvest Asset ManagementBroker
Bosc, INC.Broker
Banc One Securities CorporationBroker
Stifel, Nicolaus & Company, IncorporatedBroker
Baner Securities CORP.Broker
State Registrations8 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.