David
Echeverria
A.G.P. / Alliance Global Partners
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About this Advisor
David Echeverria is a financial advisor operating out of Newport Beach, California with a total of 13 years of relevant experience. Echeverria works at A.G.P. / Alliance Global Partners. Their career trajectory has included roles at Euro Pacific Capital and Euro Pacific Capital, Inc. Echeverria maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to operate in California and Texas. A.G.P. / Alliance Global Partners is a financial advisory business based in Westport, CT. It has offices in 11 locations and a total of 267 employees. It administers $1 billion in assets under management across its 5,102 customer accounts, making it one of the bigger firms in the United States by assets under management. The firm advises two charities and foundations. Of its 5,102 customer accounts, just 5% are held by high-net-worth investors who have at least $1 million in assets available to invest. The advisory firm performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial advisory fees typically depend on which services are offered. However, fee types billed by A.G.P. / Alliance Global Partners typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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A.G.P. / Alliance Global Partners Brokerage Details
$1,247,803,386
267
5,102
$244,571
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
David Echeverria Work History
David has been registered as a financial advisor for 13 years.*
Euro Pacific Capital, Inc
Euro Pacific Capital
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of David Echeverria to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at A.G.P / Alliance Global Partners
New York, NY
Miami, FL
Westport, CT
Boca Raton, FL
Newport Beach, CA
Boca Raton, FL
New York, NY
Westport, CT
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