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Laura L
Series 63, Series 65
Tulsa, OK
OSAIC
Laura Leslie is a financial advisor with Osaic Wealth Inc. in Tulsa, OK, holding Series 63 and Series 65 licenses and three years of industry experience. She previously worked at Primerica Advisors and Primerica Financial Services and has a background that includes five years at Life.Church. Leslie also serves as a registered assistant for Financial Builders LLC, supporting office operations and client account activities. Osaic Wealth Inc. serves a diverse client base, including individual, high-net-worth, institutional, and charitable clients, offering integrated brokerage and advisory services, financial planning, and access to various managed account platforms. The firm utilizes asset-allocation tools and third-party solutions to construct diversified portfolios tailored to client needs.
Daniella F
Series 66
Tulsa, OK
OSAIC
Daniella Faber is a Series 66-licensed advisor at OSAIC with less than one year of industry experience. Her prior roles include positions at BOK Financial and DP Financial & Tax, Inc., as well as work with Oral Roberts University and Meiya Jewelry. OSAIC serves a broad range of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisers. The firm employs various asset-allocation tools and third-party platforms to construct and manage diverse portfolios for individual and institutional investors.
David P
Series 66
Tulsa, OK
OSAIC
David Paulson is a financial advisor at Osaic Wealth, Inc. with 24 years of industry experience. He holds a Series 66 designation and previously worked for Woodbury Financial Services, Inc. for 12 years. In addition to his advisory work, he is involved in tax preparation and advice through ownership of DP Financial & Tax, Inc. and is a board member of Harvest House, a nonprofit focused on feeding and clothing underserved communities. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs a range of investment tools and supports both discretionary and non-discretionary account management through multiple advisory platforms.
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