Advisor at US Freedom Capital Advisors LLC
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Firm
US Freedom Capital Advisors LLC
Location
Richardson, TX 75080
Credentials
Series 63, Series 65
Industry experience
12 years
David Gunderson is a financial advisor at US Freedom Capital Advisors LLC with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Tobin & Company Securities LLC and Corsair Ventures, where he oversees real estate development activities. Gunderson is also a founding partner of Power Cord Energy LLC, an electricity brokerage. US Freedom Capital Advisors LLC provides investment advice and portfolio management primarily to pooled investment vehicles and individuals investing through EB-5 funds, focusing on U.S. real estate, healthcare, and EB-5–related projects. The firm employs a fundamental analysis approach and offers discretionary management with multiple fee arrangements.
Based on US Freedom Capital Advisors LLC
Flat fees as part of other fee options, up to $100,000
Up to 2% annually
Hourly charges up to $100,000 depending on services
Fee-only: Flat, retainer or time spent basis up to $100,000, depending on services
3400 N. Central Expwy, Suite 110 277
Richardson, TX 75080
Texas
Power Cord Energy LLC
2024 - Present (2 years)
Corsair Ventures, LLC and affiliates
2016 - Present (10 years)
US Freedom Capital Advisors LLC
2015 - Present (11 years)
Tobin & Company Securities LLC
2014 - 2020 (6 years)
US Freedom Capital LLC
2011 - Present (15 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
Series 63, Series 66
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