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David Allen Cornell

Schwab Wealth Advisory, Inc.

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About David Allen Cornell

David Cornell is a financial advisor with Schwab Wealth Advisory, Inc., based in Westlake, TX. He is licensed in all 50 states and the District of Columbia as well as being a Registered Representative with FINRA and a Registered Investment Advisor in Texas. David's primary focus is in the areas of financial planning, portfolio management for individuals and businesses, and investment advisory services. David is committed to providing his clients with the highest level of service and expertise.

Firm Information

David Cornell is currently registered with Schwab Wealth Advisory, Inc.. Schwab Wealth Advisory, Inc. is an investment advisory firm based in SAN FRANCISCO, CA, United States. The firm provides financial planning and portfolio management services to individuals, businesses, and high-net-worth individuals. They also offer a wrap fee program.
Schwab Wealth Advisory, Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105-1901

Not reported

Assets Under Management

141,801

Total Clients

904

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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other

Swa program paid by wrap sponsor pursuant to cost plan formula.

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David Cornell’s Registration & Firm History

TX

07/08/2021 - Present

Schwab Wealth Advisory, Inc. (Westlake TX)

TX

12/13/2017 - 03/16/2020

CHARLES SCHWAB & CO., INC. (Westlake TX)

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Licenses & Designations

BOTH

Issued 04/25/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/29/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/13/2018

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 02/16/2018

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/13/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for David Allen Cornell.
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