David Cohn is a CFP-designated registered investment advisor, based in Chicago, IL, with 16 years of industry experience.
Location
Chicago, IL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
David is an advisory representative of a registered investment advisor (RIA) since 2019, spending about 10-20% of his time on this activity. He is also an independent insurance agent for various independent insurance companies since 2005, dedicating about 10-20% of his time. David is also an employee and IAR for two other companies, spending full-time hours at each.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
Infinex Investments, INC.Broker
Infinex Investments, INC.
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Dain Rauscher IncorporatedBroker
Cibc Oppenheimer CORP.Broker
Painewebber IncorporatedBroker
State Registrations6 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.