Gene Davis is a registered investment advisor at Osaic Wealth, INC., based in Alexandria, LA, with 25 years of industry experience. Gene 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
1795 White Street, Alexandria, LA, 71301
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Gene is an Investment Advisor Representative (IAR) with AIGFA Corporate RIA, spending about 10-20% of his time offering TPMM, MAP, and V2A. He also owns DPS-Davis Professional Services LLC, providing personal and business consulting services, which takes up about 40% of his time.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Sagepoint Financial, INC.Broker
Sagepoint Financial, INC.
Sunamerica Securities, INC.
Sunamerica Securities, INC.Broker
Intersecurities, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations3 states
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