David Griffin is a registered investment advisor at Osaic Wealth, INC., based in Atlanta, GA, with 23 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
300 Galleria Pkwy, Suite 1100, Atlanta, GA, 30339
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David is a SVP retirement consulting for One Digital, leading a retirement team, dedicating about a quarter of his time. David also owns rental property, spending minimal time managing it.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Onedigital
Previous Registrations
Triad Advisors LLCBroker
Ifg Advisory, LLC
Independent Financial Partners
LPL Financial LLC
LPL Financial LLCBroker
Nrp Financial, INC.Broker
Dunwoody Brokerage Services, INC.Broker
Park Avenue Securities LLCBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
One Orchard Equities, INC.Broker
State Registrations3 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.