Donald Peabody
Donald Peabody is a registered investment advisor at Osaic Wealth, INC., based in Coos Bay, OR, with 34 years of industry experience. Donald 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
444 North 4th Street, Coos Bay, OR, 97420
Get directionsHistory
Regulatory History (4)
Customer Dispute
July 2024Customer Dispute
June 2003Customer Dispute
February 2003Customer Dispute
April 2000Other Business Activities
Donald is a senior pastor at Hope Christian Church, dedicating about 10-20% of his time. He also works full-time as a financial advisor with Kalyx Capital and owns a fishing equipment supplier, Dees Diamond Flashers, which he is closing.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Fsc Securities Corporation
Fsc Securities CorporationBroker
Fsc Securities Corporation
Umpqua Investments, INC.
Umpqua Investments, INC.Broker
Salomon Smith Barney INC.Broker
Lehman Brothers INC.Broker
State Registrations6 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.