David BreedloveCRD 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 26 years of experience in the finance industry.
Raymond James Financial Services Advisors, Inc.
Securian Financial Services, Inc.
|Swords Wealth Management, LLC||Lindale, TX||Nov 2020 - Current||1|
|Breedlove Insurance & Financial Services||Tyler, TX||Aug 1969 - Current||52|
|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|
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, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management51MILLIONS
Total Number of Accounts385ACCOUNTS
Average Account Value$131,474
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