David Cornell (CRD# 6820400) is an Investment Advisor Representative working at Schwab Wealth Advisory, Inc. in Westlake, TX and has over 6 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 1255317
Osaic Wealth, Inc.
CRD# 4211653
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab & Company, Inc. | Westlake, TX | Jun 2021 - Current | 2 |
| Schwab Wealth Advisory, Inc. | Westlake, TX | Jun 2021 - Current | 2 |
| Wells Fargo | Irivng, TX | Mar 2021 - May 2021 | < 1 |
| Unemployed | Providence Village, TX | Aug 2020 - Mar 2021 | < 1 |
| Fisher Investments | Plano, TX | Mar 2020 - Aug 2020 | < 1 |
| Charles Schwab & Company, Inc. | Westlake, TX | Jul 2017 - Mar 2020 | 2 |
| Unemployed | Providence Village, TX | Jan 2017 - Jun 2017 | < 1 |
| Dtr Labs LLC | Highland, TX | Jul 2016 - Jan 2017 | < 1 |
| Dr Pepper Snapple Group | Plano, TX | Jan 2016 - May 2016 | < 1 |
| United Capital Financial Advisor | Irving, TX | Mar 2015 - Nov 2015 | < 1 |
| Fidelity Investments | Westlake, TX | Jun 2014 - Mar 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2017 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2019 |
- TX
-
Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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