David Lumiqued is a financial advisor with OSAIC, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. Prior to joining OSAIC in 2023, he worked at Sagepoint Financial, Inc. for 14 years and Independent Capital Management, Inc. for 21 years. He is also involved in nonprofit educational activities, serving as president of the West Covina chapter of the Society for Financial Awareness, where he presents seminars to the public. OSAIC serves a wide range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and retirement plan consulting. The firm’s investment process uses model-based asset allocation and portfolio optimization, supporting discretionary strategies and third-party manager selections.

Anh Huynh is a financial advisor at OSAIC with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Sagepoint Financial, Inc. and Independent Capital Management. In addition to his advisory role, he provides estate planning services as a Certified Citadel Estate Planner and offers various insurance products through Independent Capital Management. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering brokerage and advisory services supported by a model-based investment process and multiple program options tailored to different client needs.