David Guevara, financial advisor Valencia CA

David Guevara

CRD Number: 5600921
Current Firm: Concorde Asset Management, LLC

David Guevara (CRD# 5600921) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Valencia, CA and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Concorde Investment Services, LLC Livonia, MI Apr 2021 - Current 2
Concorde Asset Management, LLC Livonia, MI Apr 2021 - Current 2
Centurion Strategic Advisors, Inc. Las Vegas, NV Feb 2019 - Current 5
World Financial Group Valencia, CA Jul 2008 - Current 15
Scf Securities, Inc. Fresno, CA Dec 2020 - Apr 2021 < 1
Scf Investment Advisors, Inc. Fresno, CA Dec 2020 - Apr 2021 < 1
Dc Capital Partners Las Vegas, NV Dec 2016 - Apr 2021 4
Cloudtec LLC Henderson, NV May 2013 - Apr 2021 7
Packerland Brokerage Services Green Bay, WI Feb 2019 - Dec 2020 1
Transamerica Financial Advisors, Inc. Valencia, CA Jan 2012 - Feb 2019 7
Los Angeles County Sheriff's Department Monterey Park, CA Apr 1991 - Jan 2019 27
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2009
S65 NASAA Investment Advisors Law Examination Nov 2010
Contact Info for David B. Guevara
Phone Number: 248-824-6710
Registered State(s):
  • CA
  • ID
By the Numbers
  • Total Assets Under Management
    306
    MILLIONS
  • Total Number of Accounts
    2,371
    ACCOUNTS
  • Average Account Value
    $128,929
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY

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