David Walter Osborne
Investment adviser representative at Sunbelt Securities
27 yearsExperience
2 statesRegistered in
$2.6BFirm assets
16 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
27 years in the industry.
- Sunbelt Securities, Inc.Jun 2021 to now
- UnemployedJul 2019 to Jun 2021
- Sunbelt Securities, Inc.Jun 2019 to Jul 2019
- Hilltop Securities Independent NetworkFeb 1999 to Jun 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law1998
- Series 63 · Uniform Securities Agent State Law2022
State registrations
Registered as an investment adviser representative in 2 states (GA, TX).
Sunbelt Securities
Legal name: Sunbelt Securities, Inc.
$2.6BAssets managed
6,241Clients
63Advisers
16 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3022156
- Firm CRD
- 42180