David Allison
David Allison is a CFA-designated registered investment advisor at Osaic Wealth, INC., based in Columbia, SC, with 24 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
1201 Lincoln Street, Suite 301, Columbia, SC, 29201
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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 a VP at Allison Investment Management LLC, a fee-based SEC RIA, dedicating full-time hours to investment analysis, relationship management, and trading. He is also an insurance agent, selling various insurance products and dedicating about 10-20% of his time to this activity.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Allison Investment Management, LLC
Previous Registrations
Triad Advisors LLCBroker
Coastal Discount Stockbrokers, 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.