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David C

Series 63, Series 65

Findlay, OH

OSAIC

David Cornwell is a financial professional with 33 years of industry experience. He is currently affiliated with Osaic and holds Series 63 and Series 65 designations. His prior experience includes roles at Union Bank Co and LPL Financial. Cornwell is also involved in insurance sales, including life, disability, and health insurance. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of financial advisers and advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing various asset-allocation tools and third-party managers to construct portfolios tailored to client needs.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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