David Demars
David Demars is a registered investment advisor at Osaic Wealth, INC., based in Nashville, TN, with 27 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
Nashville, TN
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Regulatory History (2)
Customer Dispute
June 2022Customer Dispute
March 2020Other Business ActivitiesSells Insurance
David is an insurance agent since 2003, offering accident and health, traditional life insurance, disability income products, and fixed annuities. This takes more than full-time hours, including full-time hours during trading hours.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Osaic Fa, INC.Broker
Osaic Fa, INC.
The Lincoln National Life Insurance CompanyBroker
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
Pruco Securities CorporationBroker
State Registrations24 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.