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David Carter McDowell

Osaic Wealth, Inc.

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About David Carter McDowell

David McDowell is a registered representative with Osaic Wealth, Inc. in Raleigh, NC. David has been in the financial services industry since 2014 and holds the Series 7TO and SIE licenses. David is associated with Osaic Wealth, Inc., which is a Registered Investment Advisor with a total of 437201 accounts and a total of $94,557,613,744 in assets under management. Osaic Wealth, Inc. specializes in providing a variety of services including financial planning, portfolio management for individuals and businesses, pension consulting and educational seminars.

Firm Information

David McDowell is currently registered with Osaic Wealth, Inc.. Osaic Wealth, Inc. is a corporation headquartered in Scottsdale, AZ. The firm has been approved and operates as an investment advisor, offering financial planning, pension consulting, and educational seminars. Osaic Wealth, Inc. manages assets for individuals, businesses, and charitable organizations, and participates in wrap fee programs.
Osaic Wealth, Inc.

18700 N. HAYDEN ROAD

SCOTTSDALE, AZ 85255

$94.56B

Assets Under Management

39,691

Total Clients

8,460

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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David McDowell’s Registration & Firm History

NC

09/27/2024 - Present

Osaic Wealth, Inc. (RALEIGH NC)

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Licenses & Designations

BC

Issued 08/06/2024

Series 7TO - General Securities Representative Examination

BC

Issued 06/27/2024

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Carter McDowell.
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