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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Cepeda is an Investment Advisor Representative with Fisher Investments in Plano, TX. David has been in the industry since 2005 and has a broad range of experience. David's previous experience includes roles at Merrill Lynch, Pierce, Fenner & Smith Incorporated, J.P. Morgan Securities LLC, Chase Investment Services Corp., Ameriprise Financial Services, Inc. and IDS Life Insurance Company. David is licensed in Texas and holds the Series 66, Series 7 and SIE licenses. David specializes in Portfolio Management for Individuals, Portfolio Management for Businesses, Portfolio Management for Investment Companies, and Portfolio Management for Pooled Investment Vehicles. David also provides financial planning services.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
08/16/2024 - Present
Fisher Investments (PLANO TX)
TX
01/06/2021 - 05/29/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FORT WORTH TX)
TX
10/01/2012 - 01/22/2021
J.P. MORGAN SECURITIES LLC (FT. WORTH TX)
TX
01/12/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (FT. WORTH TX)
TX
07/02/2009 - 12/20/2010
AMERIPRISE FINANCIAL SERVICES, INC. (ARLINGTON TX)
TX
10/05/2005 - 06/01/2009
AMERIPRISE FINANCIAL SERVICES, INC. (HURST TX)
MN
10/05/2005 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 09/16/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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