Merrill
45yrs
Top advisor by experience in Baton Rouge
26yrs
Based in Baton Rouge, Louisiana, David Field is a fiduciary financial advisor with 26 years of industry experience. David joined Osaic Wealth in 2025, after 19 years at Osaic Fa. Osaic Wealth offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 647 advisors with offices in Baton Rouge, and one of 561 fiduciaries.
At a glance
Experience26 years (since 2000)
How that compares ?Top 25% by experience in Baton Rouge
Office6709 Perkins Road, Baton Rouge, LA 70808
FirmOsaic Wealth
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$398,336
Advisors at the firm8,052
States licensed ?2 states
Services through Osaic Wealth
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Jan 2025 – nowOsaic Wealth, Inc.Current firm
- 2005 – 2025Osaic Fa, Inc.Previously
Contact David
(800) 821-5100Firm headquarters in Scottsdale, AZ. Ask for David. 6709 Perkins RoadBaton Rouge, LA 70808Office · Get directions
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Questions to ask David
Tailored to David’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About David
How do I contact David?
Call Osaic Wealth at (800) 821-5100 and ask for David Field. David works from the Baton Rouge, LA office.
How long has David been a financial advisor?
David has been in the industry since 2000, about 26 years. Top 25% by experience in Baton Rouge.
What licenses does David hold?
Series 66. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
Osaic Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask David for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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