David Allen Cornell
Investment adviser representative at Charles Schwab & Co., Inc.
10 yearsExperience
2 statesRegistered in
$0Firm assets
39 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.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
10 years in the industry.
- Charles Schwab Bank, SsbAug 2025 to now
- Charles Schwab & Co., Inc.Jun 2021 to now
- Schwab Wealth Advisory, Inc.Jun 2021 to Aug 2025
- Wells FargoMar 2021 to May 2021
- UnemployedAug 2020 to Mar 2021
- Fisher InvestmentsMar 2020 to Aug 2020
- Charles Schwab & Co., Inc.Jul 2017 to Mar 2020
- UnemployedJan 2017 to Jun 2017
- Dtr Labs LLCJul 2016 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (OK, TX).
Charles Schwab & Co., Inc.
$0Assets managed
0Clients
6,777Advisers
39 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
- 6820400
- Firm CRD
- 5393