David
Oceguera
Keystate Advisory, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
David Oceguera is a financial advisor based in Las Vegas, Nevada, working with Keystate Advisory, LLC. David has previously held positions at Wells Fargo, Trust Company Of The West, Jp Morgan Chase, Key State Companies, Tilly'S, Norm'S Restaurant, and Luxottica. David is registered to provide services in Nevada. Currently, David is part of Keystate Advisory, LLC, which operates out of Las Vegas, Nevada. The firm has 1 office and 8 employees. The firm manages assets totaling $17.0 billion and offers portfolio management for institutional clients. The fee structure at Keystate Advisory, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Keystate Advisory, LLC Brokerage Details
$17,032,495,600
8
83
$205,210,790
Investment Advisory Services
- Portfolio management for businesses or institutional clients
David Oceguera Work History
Key State Companies
Wells Fargo
Trust Company Of The West
Jp Morgan Chase
Norm'S Restaurant
Luxottica
Tilly'S
Disclosures
Please visit the SEC profile of David Oceguera 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 Keystate Advisory, LLC
Las Vegas, NV
Las Vegas, NV
Las Vegas, NV
Las Vegas, NV
Las Vegas, NV
Wilmington, DE
Wilmington, DE
Las Vegas, NV
The content in this profile was updated by SmartAsset on 6/19/2024. 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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
