David Noffsinger
David Noffsinger is a registered investment advisor at Osaic Wealth, INC., based in Newport News, VA, with 28 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
11028 Warwick Blvd., Suite G, Newport News, VA, 23601
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
David is the owner/CEO of Noffsinger Financial Group, where he works as a financial advisor managing investments and making recommendations in stocks, bonds, mutual funds, alternative investments, and insurance/annuities, dedicating nearly full-time hours. He also dedicates a few hours per week to insurance activities, specifically life and term insurance.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Triad Advisors, LLC
Triad Advisors LLCBroker
Securities America, INC.Broker
Delta Equity Services CorporationBroker
Delta Equity Services CorporationBroker
Fox & Company Investments INC.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.