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.
CRD# 6770924
Wealth Management Partners Of Los Angeles
CRD# 1343922
Virtue Capital Management, LLC
CRD# 3250900
Merrill Lynch, Pierce, Fenner & Smith Incorporated
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 |
- CA
- ID
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Total Assets Under Management306MILLIONS
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Total Number of Accounts2,371ACCOUNTS
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Average Account Value$128,929
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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)
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