David
Guevara
Concorde Asset Management, LLC
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About this Advisor
David Guevara is a financial advisor who works out of Castaic, California who has 2 years of relevant experience. Guevara is currently employed by Concorde Asset Management, LLC. Throughout their career, they have worked at Los Angeles County Sheriff'S Department, World Financial Group, Transamerica Financial Advisors, Inc, Cloudtec LLC, Dc Capital Partners, Centurion Strategic Advisors, Inc, Packerland Brokerage Services, Scf Securities, Inc, Scf Investment Advisors, Inc, Concorde Investment Services, LLC and Concorde Asset Management, LLC. Guevara holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in California and Idaho. Concorde Asset Management, LLC is a financial advisory company that has its headquarters in Livonia, MI. The firm has offices in 40 locations and a total of 74 financial advisors. It oversees $306 million in total assets among its 2,371 client accounts, placing it among the mid-sized firms in the nation by assets under management. Of its 2,371 client accounts, just 2% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. Concorde Asset Management, LLC has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors usually are based on which services are offered. However, fee types billed by Concorde Asset Management, LLC most likely consist of some blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Concorde Asset Management, LLC Brokerage Details
$305,690,467
74
2,371
$128,929
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
David Guevara Work History
David has been registered as a financial advisor for 2 years.*
Concorde Investment Services, LLC
Concorde Asset Management, LLC
Centurion Strategic Advisors, Inc
World Financial Group
Scf Securities, Inc
Scf Investment Advisors, Inc
Packerland Brokerage Services
Dc Capital Partners
Cloudtec LLC
Transamerica Financial Advisors, Inc
Los Angeles County Sheriff'S Department
*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 Guevara 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 Concorde Asset Management, LLC
Livonia, MI
Livonia, MI
East Setauket, NY
Livonia, MI
Livonia, MI
Livonia, MI
Livonia, MI
Livonia, MI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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