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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Cornwell is a financial advisor with LPL Financial LLC. David has been in the industry since September 1993 and is registered with the state of Ohio as a Registered Representative and Investment Advisor Representative. David has experience in various areas of financial planning, including portfolio management, pension consulting, and educational seminars. David's expertise can help you reach your financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
OH
09/27/2013 - Present
LPL Financial LLC (FINDLAY OH)
OH
08/01/2007 - 09/27/2013
THE HUNTINGTON INVESTMENT COMPANY (FINDLAY OH)
PA
03/18/2002 - 08/01/2007
NATIONAL PLANNING CORPORATION (MONROEVILLE PA)
OH
09/18/1998 - 03/18/2002
CONTINENTAL CAPITAL INVESTMENT SERVICES, INC. (BRYAN OH)
MN
07/21/1998 - 09/24/1998
CORELINK FINANCIAL, INC. (ST. CLOUD MN)
IL
09/23/1993 - 07/16/1998
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IA
Issued 09/15/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/04/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/13/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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