David
Oceguera
Keystate Advisory, LLC
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About this Advisor
David Oceguera is a chartered financial analyst operating out of Las Vegas, Nevada. Oceguera works at Keystate Advisory, LLC. Oceguera has gained experience at Wells Fargo, Trust Company Of The West, Jp Morgan Chase, Key State Companies, Tilly'S, Norm'S Restaurant, Target and Luxottica. Oceguera is approved to serve investors in Nevada. Keystate Advisory, LLC is a financial advisory company headquartered in Las Vegas, NV. The firm has a total of eight advisors. It manages $17 billion in total assets between its 127 accounts, placing it among the largest investment advisory firms in the nation by assets under management. Keystate Advisory, LLC offers a set of services, such as portfolio management for institutional clients and other services. Fees for financial management usually vary depending on the type of services provided. Fees billed by Keystate Advisory, LLC most likely consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Keystate Advisory, LLC Brokerage Details
$16,666,770,589
8
127
$131,234,414
Investment Advisory Services
- Portfolio management for businesses or institutional clients
- Other
David Oceguera Work History
David has been registered as a financial advisor for 0 years.*
Key State Companies
Wells Fargo
Trust Company Of The West
Jp Morgan Chase
Norm'S Restaurant
Luxottica
Tilly'S
Target
*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 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
Wilmington, DE
Las Vegas, NV
Wilmington, DE
Las Vegas, NV
Las Vegas, NV
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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