Wealth Management Advisor
Anchorpoint Wealth Management Llc
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David Cottrell Email & Phone Number
Wealth Management Advisor
at
AnchorPoint Wealth Management LLC
1 work email found
@westshorefinancial.com
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Wealth Management Advisor
Location
Greater Tampa Bay Area, United States
Who is David Cottrell? Overview
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Quick answer
David Cottrell is listed as Wealth Management Advisor at AnchorPoint Wealth Management LLC, based in Greater Tampa Bay Area, United States. AeroLeads shows a work email signal at westshorefinancial.com and a matched LinkedIn profile for David Cottrell.
David Cottrell previously worked as Wealth Management Advisor at Westshore Financial Group, Inc. and Financial Advisor at Westshore Financial Group, Inc.. David Cottrell holds Bachelor Of Business Administration (Bba), Marketing And Economics from Oklahoma State University.
Company email context
Email format at AnchorPoint Wealth Management LLC
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{first}.{last}@westshorefinancial.com
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Profile bio
About David Cottrell
/COMPLIANCE:2024-118/
Listed skills include Strategic Planning, Sales, Marketing, Small Business, and 12 others.
Current workplace
David Cottrell's current company
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11 roles
David Cottrell work experience
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Wealth Management Advisor
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 4200 W CYPRESS STREET, SUITE 700, TAMPA FL, 33607, 813-2893632. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Westshore Financial Group is an General Agency of The Guardian Life Insurance Company of America®. Blue Horizon Planning Partners is a DBA of David Cottrell. Westshore Financial Group and Blue Horizon Planning Partners are not an affiliate or subsidiary of PAS or Guardian. CA Insurance License Number - 0N12285. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof.
Financial Advisor
Financial Advisor
Brock And Associates, A Private Wealth Advisory Practice Of Ameriprise Financial Services, Inc.
Sep 2017 - Mar 2020
Senior Financial Representative, Principal Securities Registered Representative, Financial Advisor
Apr 2017 - Sep 2017
Registered Representative
Aspen Financial
Feb 2016 - May 2017
Chief Operating Officer
Nov 2015 - Feb 2016
Business Development Manager
Aug 2014 - Nov 2015
Owner / Agent
Quest Insurance Solutions, Llc.
Dec 2012 - Sep 2015
Management
Falcon Vending
Sep 2011 - Jan 2013
Partner
Aspen Financial Planning Services
Jun 1999 - Aug 2011
2 education records
David Cottrell education
Bachelor Of Business Administration (Bba), Marketing And Economics
High School
Bixby Schools
FAQ
Frequently asked questions about David Cottrell
Quick answers generated from the profile data available on this page.
What company does David Cottrell work for?
David Cottrell works for AnchorPoint Wealth Management LLC.
What is David Cottrell's role at AnchorPoint Wealth Management LLC?
David Cottrell is listed as Wealth Management Advisor at AnchorPoint Wealth Management LLC.
What is David Cottrell's email address?
AeroLeads has found 1 work email signal at @westshorefinancial.com for David Cottrell at AnchorPoint Wealth Management LLC.
Where is David Cottrell based?
David Cottrell is based in Greater Tampa Bay Area, United States while working with AnchorPoint Wealth Management LLC.
What companies has David Cottrell worked for?
David Cottrell has worked for Anchorpoint Wealth Management Llc, Westshore Financial Group, Inc., Brock And Associates, A Private Wealth Advisory Practice Of Ameriprise Financial Services, Inc., Principal Financial Group, and Aspen Financial.
How can I contact David Cottrell?
You can use AeroLeads to view verified contact signals for David Cottrell at AnchorPoint Wealth Management LLC, including work email, phone, and LinkedIn data when available.
What schools did David Cottrell attend?
David Cottrell holds Bachelor Of Business Administration (Bba), Marketing And Economics from Oklahoma State University.
What skills is David Cottrell known for?
David Cottrell is listed with skills including Strategic Planning, Sales, Marketing, Small Business, Business Development, Sales Management, Account Management, and Start Ups.
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