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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 Owen Osborn is an investment advisor representative registered with Genter Capital Management and Genter Advisors LLC in California. David has been in the financial services industry since 1985. His primary focus is providing portfolio management services to high-net-worth individuals, corporations, and institutional clients. He is also experienced in portfolio management for investment companies. David's experience includes previous roles at Charles Schwab & Co., Inc., ASB Financial Services, CUNA Brokerage Services, Inc., Financial Network Investment Corporation, and Griffin Financial Services.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Provide model portfolio recommendations to other investment advisers.
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.
A percentage of the total value of assets under management is charged.
One time initial set-up fee of $250
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CA
01/01/2025 - Present
Genter Capital Management (LOS ANGELES CA)
TX
06/24/1996 - 11/29/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
CA
07/24/1995 - 01/05/1996
ASB FINANCIAL SERVICES (IRVINE CA)
IA
07/28/1994 - 08/16/1995
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
CA
05/06/1993 - 07/30/1994
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
CA
07/13/1989 - 03/29/1993
ASB FINANCIAL SERVICES (IRVINE CA)
NA
11/19/1985 - 05/08/1989
GRIFFIN FINANCIAL SERVICES
BC
Issued 07/08/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/07/1999
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/07/1999
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
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