Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid L. McCalla is a financial advisor with over 40 years of experience in the industry. David is currently registered with Osaic Wealth, Inc., a firm specializing in investment advisory services and portfolio management. David's career spans multiple firms, including INTEGRATED RESOURCES EQUITY CORPORATION, METLIFE SECURITIES INC., and METROPOLITAN LIFE INSURANCE COMPANY. David is a Chartered Financial Consultant and holds a variety of licenses and certifications. David provides financial planning, portfolio management for individuals and businesses, and pension consulting services.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
TX
10/17/2005 - Present
Osaic Wealth, Inc. (DALLAS TX)
NA
03/20/1986 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
MA
05/10/1982 - 05/23/1988
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NA
05/10/1982 - 02/07/1986
METROPOLITAN LIFE INSURANCE COMPANY
BC
Issued 04/17/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/28/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/1986
Series 7 - General Securities Representative Examination
BC
Issued 05/05/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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