David Guevara, financial advisor Valencia CA
93 score

David Guevara

CRD Number: 5600921
Current Firm: Transamerica Financial Advisors, Inc.

David Guevara (CRD# 5600921) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Valencia, CA and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Cloudtec LLC Henderson, NV May 2013 - Current 3
Transamerica Financial Advisors, Inc. Valencia, CA Jan 2012 - Current 4
World Financial Group Valencia, CA Jul 2008 - Current 8
Los Angeles County Sheriff's Department Monterey Park, CA Apr 1991 - Current 25
Investment Advisors International, Inc. Torrance, CA Nov 2010 - Jan 2012 1
World Group Securities Torrance, CA Oct 2008 - Jan 2012 3
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: 727-299-1800
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    4,493
    MILLIONS
  • Total Number of Accounts
    33,842
    ACCOUNTS
  • Average Account Value
    $132,767
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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