Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Guevara is an active advisor registered in California and Idaho with both Broker-Dealer and Investment Adviser licenses. David has 13 years of experience in the securities industry and is currently employed by Concorde Asset Management, LLC. David specializes in providing financial advice to individuals, high-net-worth individuals, corporations or other businesses, charitable organizations, and pension and profit-sharing plans. David has previously worked with SCF Securities, Inc. and Packerland Brokerage Services, Inc.. David holds Series 6, 63, 65, and 26 licenses. David's prior experience includes working as a Managing Director for Centurion Strategic Advisors, Inc. and as an agent for World Financial Group. David is a licensed insurance agent in California and Nevada. David offers a variety of services including financial planning, pension consulting, and selection of other advisors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Promoter fees from other advisors
1
2
CA
04/21/2021 - Present
Concorde Asset Management, LLC (Valencia CA)
CA
12/23/2020 - 04/28/2021
SCF SECURITIES, INC. (VALENCIA CA)
CA
02/22/2019 - 12/23/2020
PACKERLAND BROKERAGE SERVICES, INC. (Valencia CA)
CA
01/06/2012 - 02/26/2019
TRANSAMERICA FINANCIAL ADVISORS, INC (VALENCIA CA)
CA
01/30/2009 - 01/06/2012
WORLD GROUP SECURITIES, INC. (TORRANCE CA)
IA
Issued 11/04/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/11/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/24/2009
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/14/2021
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure David Guevara is the right advisor for you? Invested Better is here to help.
