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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 Coburn is an investment advisor representative with Osaic Wealth, Inc. based in Pendleton, Indiana. David has been in the financial services industry since June 20, 1996. David has a wide range of experience in the financial services industry, having worked with several firms over the years. David is registered to provide investment advice and securities transactions in multiple states including Indiana, Florida, and Texas. David specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting. David has obtained several industry licenses and certifications, including the Series 6, Series 63, Series 26, and Series 65 exams.
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.
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.
A percentage of the total value of assets under management is charged.
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2
IN
06/04/2024 - Present
Osaic Wealth, Inc. (PENDLETON IN)
IN
03/01/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (PENDLETON IN)
IN
08/22/2014 - 03/01/2019
QUESTAR CAPITAL CORPORATION (PENDLETON IN)
IN
10/31/2008 - 08/26/2014
SAGEPOINT FINANCIAL, INC. (PENDLETON IN)
IN
10/01/2002 - 10/31/2008
AMERICAN GENERAL SECURITIES INCORPORATED (PENDLETON IN)
TX
06/21/1996 - 10/01/2002
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
IA
Issued 07/08/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/26/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/06/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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