Darrin Wall
Darrin Wall is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Chattanooga, TN, with 8 years of industry experience. Darrin 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
715 Market Street, Suite 103, Chattanooga, TN, 37402
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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
Darrin owns rental property in Gallatin, TN since 2013 and is also involved with Scenic City Wealth as an IAR, spending full-time hours on sales/marketing of securities, investment advisory and insurance products. He also dedicates minimal time to sales/marketing of fixed annuities and non-variable insurance through Scenic City Wealth.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Edward Jones
Edward JonesBroker
State Registrations12 states
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