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David Brian Guevara

1031 SECURITIES
Valencia, CA
·CRD# 5600921·17 years experience

Professional Summary

David Brian Guevara, who also goes by David Brian Guevara, David Guevara, is a registered financial advisor currently at 1031 SECURITIES INC. located in Valencia, California. David is registered as a RR (Registered Representative) and started their career in finance in 2009. David has worked at 9 firms and has passed the Series 65, Series 63, Series 22TO, SIE, Series 6 and Series 26 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

David Brian Guevara, David Guevara

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

17 years in the financial services industry

Current & Past Employments

1031 SECURITIES INC.·CRD# 326590
BD
28368 Constellation Road Bldg. 398, Suite 105, Valencia, CA 91355
November 27, 2025 - Present
CONCORDE ASSET MANAGEMENT, LLC·CRD# 140367
RIA
Valencia, CA
April 21, 2021 - November 28, 2025
CONCORDE INVESTMENT SERVICES, LLC·CRD# 151604
BD
Castaic, CA
April 21, 2021 - November 28, 2025
SCF INVESTMENT ADVISORS, INC.·CRD# 123608
RIA
Valencia, CA
December 23, 2020 - April 28, 2021
SCF SECURITIES, INC.·CRD# 47275
BD
Valencia, CA
December 23, 2020 - April 28, 2021
PACKERLAND BROKERAGE SERVICES, INC.·CRD# 37031
RIA
Valencia, CA
February 22, 2019 - December 23, 2020
PACKERLAND BROKERAGE SERVICES, INC.·CRD# 37031
BD
Valencia, CA
February 22, 2019 - December 23, 2020
TRANSAMERICA FINANCIAL ADVISORS, LLC·CRD# 16164
RIA
Valencia, CA
January 6, 2012 - February 26, 2019
TRANSAMERICA FINANCIAL ADVISORS, LLC·CRD# 16164
BD
Valencia, CA
January 6, 2012 - February 26, 2019
INVESTMENT ADVISORS INTERNATIONAL, INC.·CRD# 139233
RIA
Torrance, CA
November 19, 2010 - January 6, 2012
WORLD GROUP SECURITIES, INC.·CRD# 114473
BD
Torrance, CA
January 30, 2009 - January 6, 2012

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Current Firm

1S
1031 SECURITIES INC.

1031 SECURITIES INC. | 1031 SECURITIES, LLC

CRD#: 326590 / SEC#: 8-71095
BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)

Contact Information

Main Address

5245 Clyde Rd., Howell, MI 48855

Mailing Address

5245 Clyde Rd., Howell, MI 48855

Phone Number

(248) 761-6027

Established

Michigan since 03/27/2023

Firm Type

Corporation

Fiscal Year End

December

Firm Size

Small

FINRA licenses (35 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
WALSH, WILLIAM FRANCISCEO/CCO2276055
1031 SECURITIES INC. - QES PEP MEMBERSHAREHOLDER—
RYAN, KIMBERLY ANNFINOP/POO/PFO4316310

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) CENTURION STRATEGIC ADVISORS INC., INVESTMENT RELATED, Valencia CA, DBA FOR SECURITIES & INSURANCE BUSINESS - MANAGING DIRECTOR/OWNER - marketing of investment and insurance products, marketing of ERC, student loan and debt services. START 02/2019 - 6-10 hours/month during non trading hours, FULL TIME DURING TRADING HOURS 2) WORLD FINANCIAL GROUP - INVESTMENT RELATED - CASTAIC, CA - INSURANCE - AGENT/INDEPENDENT CONTRACTOR - START 07/2008 - 1-5 HRS/MONTH DURING TRADING HOURS, MARKETING & SALES OF FIXED/INDEXED INSURANCE PRODUCTS; 3) CONCORDE ASSET MANAGEMENT, LLC. INVESTMENT RELATED - START 04/2021 - SAME ADDRESS FOR CONSTELLATION RD - ADVISE CLIENTS ON IA SOLUTIONS - 20 HOURS/WEEK DURING TRADING HOURS;

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
California
(11/27/2025)
RR
Florida
(11/27/2025)
RR
Georgia
(11/27/2025)
RR
Illinois
(11/27/2025)
RR
Michigan
(11/27/2025)
RR
Montana
(12/11/2025)
RR
New Mexico
(12/19/2025)
RR
New York
(11/27/2025)
RR
Tennessee
(11/27/2025)
RR
Texas
(11/27/2025)
RR
Wisconsin
(12/11/2025)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Nov 2010About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Feb 2009About the Series 63 exam

Series 22TO — Direct Participation Programs Representative Examination

Passed Jan 2021About the Series 22TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Jan 2009About the Series 6 exam

Series 26 — Investment Company Products/Variable Contracts Principal Examination

Passed Mar 2009About the Series 26 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view David Brian Guevara's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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