Coley Davis III is a financial advisor at OSAIC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Securities America Advisors, Securities America, Inc., and Cooper McManus. Outside of his advisory role, he serves as President of CB Financial Ins Services Inc., which provides fixed insurance sales and investment-related retirement planning services. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services along with access to third-party money managers and managed account solutions. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios that include a variety of asset classes, managing accounts on both discretionary and non-discretionary bases.

Coley Davis IV is a financial advisor with OSAIC based in San Diego, CA. He holds a Series 66 designation and has eight years of industry experience. Prior to joining OSAIC in 2024, he worked at Securities America Advisors and Cooper Financial Group. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services along with access to multiple advisory platforms and third-party money managers. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary account management.