David Oceguera (CRD# 7703097) is an Investment Advisor Representative working at Keystate Advisory, LLC in Las Vegas, NV and has 1 year of experience in the finance industry.
CRD# 2481766
Skyoak Capital, Inc.
CRD# 4459102
Money Managers, Inc.
CRD# 5192556
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Key State Companies | Las Vegas, NV | Feb 2023 - Current | 1 |
| Wells Fargo | Long Beach, CA | Oct 2018 - Feb 2023 | 4 |
| Trust Company Of The West | Los Angeles, CA | May 2017 - Oct 2018 | 1 |
| Jp Morgan Chase | Pico Rivera, CA | Apr 2015 - May 2017 | 2 |
| Luxottica | Arcadia, CA | Oct 2014 - Jan 2015 | < 1 |
| Norm's Restaurant | Pico Rivera, CA | May 2014 - Sep 2014 | < 1 |
| Tilly's | Commerce, CA | Mar 2013 - Aug 2014 | 1 |
- NV
-
Total Assets Under Management17,032MILLIONS
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Total Number of Accounts83ACCOUNTS
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Average Account Value$205,210,790
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for businesses (other than small businesses) or institutional clients
DE, NV
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