David Sloan White

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2008 → 01/2025
  Lincoln Financial Securities Corp
  Raleigh, NC
• 01/2025 → Present
  Osaic Wealth, Inc.
  Raleigh, NC

Previous Registrations

• 2001-12-31 → 2025-01-24
  Osaic Fs, Inc.
  Cary, NC
  Cary, NC
  Raleigh, NC

Other Businesses

1) The Capital Planning Group LLC 900 Ridgefield Dr Ste 130 Raleigh, NC Category: Insurance Investment-Related: Yes Title: Partner Duties: offers disability insurance, fixed annuities, long-term care insurance, premium financing, and traditional life insurance products Start Date: 09/2018 Hours per month: 160. Hours per month during trading hours: 160. 2) Tammy Lynn Endowment 900 Ridgefield Dr Ste 130 Raleigh, NC Category: Other Investment-Related: No Title: Board Member Duties: typical board member duties Start Date: 07/2015 Hours per month: 1. Hours per month during trading hours: 0.

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-10-01
• S63 Uniform Securities Agent State Law Examination
  1993-04-07