David Breedlove, financial advisor Lindale TX

David Breedlove

CRD Number: 29577
Current Firm: Swords Wealth Management, LLC

David Breedlove (CRD# 29577) is an Investment Advisor Representative working at Swords Wealth Management, LLC in Lindale, TX and has over 27 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Swords Wealth Management, LLC Lindale, TX Nov 2020 - Current 3
Breedlove Insurance & Financial Services Tyler, TX Aug 1969 - Current 54
Concorde Asset Management, LLC Troy, MI Nov 2013 - Oct 2020 6
Concorde Investment Services, LLC Troy, MI Apr 2012 - Oct 2020 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1996
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for David M. Breedlove
Phone Number: 903-526-6669
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    45
    MILLIONS
  • Total Number of Accounts
    383
    ACCOUNTS
  • Average Account Value
    $116,719
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

TX

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