David L. Mccalla

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

• 02/1983 → Present
  Mccalla Financial Services
  Dallas, TX
• 06/1985 → Present
  Mccalla Financial Svcs Inc
  Dallas, TX
• 11/1989 → Present
  Royal Alliance Associates, Inc.
  Dallas, TX

Other Businesses

1. DAVID MCCALLA, CORPORATE INVESTMENT ADVISOR, INVESTMENT RELATED, 17304 PRESTON ROAD, SUITE 1240 DALLAS, TEXAS 75252, OWNER, OCTOBER 2005, 175 HOURS/MONTH, 140 HOURS DURING TRADING, INVESTMENT ADVISORY SERVICES AND PORTFOLIO MANAGEMENT 2. MCCALLA FINANCIAL SERVICES POSITION: Owner - Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 02/01/1983 ADDRESS: 17304 Preston Road, Suite 1240, DALLAS TX 75252, United States DESCRIPTION: INSURANCE SALES & SERVICE 3. ESTATE ADMINISTRATOR POSITION: Estate Administrator NATURE: My brother's Estate Administration. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2024 ADDRESS: 5822 Bent Creek Trl, Dallas TX 75252, United States DESCRIPTION: Oversee and administer the inventory, liquidation and distribution of estate assets to beneficiaries.

Exams

• S63 Uniform Securities Agent State Law Examination
  1986-04-17

Designations

• Chartered Financial Consultant

Other Names

• David Lawrence Mccalla