David
Shaw
Avantax Advisory Services
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About this Advisor
David Shaw is a financial advisor who works in Yuba City, California who has 13 years of industry experience. Shaw is currently employed by Avantax Advisory Services. Their career trajectory has included roles at Avantax Investment Services, Inc, Avantax Advisory Services, Meyer Bookkeeping & Tax Service Inc Dba Shaw & Assc, Meyer Bookkeeping & Tax Service Inc, Shaw & Associates, Avantax Insurance Services, LLC, City Of Yuba City, S G Ranch LLC and Avantax Insurance Agency And/Or Avantax Insurance Services. Shaw holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can work in California. Avantax Advisory Services is a company that has its headquarters in Coppell, TX. The firm has offices in 1,514 locations and a total of 2,433 advisors. It manages $31 billion in total assets among its 123,393 customer accounts, placing it among the largest financial advisory firms in the country by assets under management. Of its 123,393 accounts, just 6% are held by high-net-worth clients who have at least $1 million in assets. Avantax Advisory Services performs a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Fees for financial advisory services usually vary depending on which services the firm provides the client. However, fees charged by Avantax Advisory Services most likely are comprised of some blend of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Avantax Advisory Services Brokerage Details
$30,968,246,116
2,433
123,393
$250,972
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
David Shaw Work History
David has been registered as a financial advisor for 13 years.*
S G Ranch LLC
S G Ranch LLC
Avantax Insurance Agency And/Or Avantax Insurance Services
City Of Yuba City
Avantax Insurance Services, LLC
Avantax Advisory Services
Meyer Bookkeeping & Tax Service Inc
Avantax Investment Services, Inc
Meyer Bookkeeping & Tax Service Inc Dba Shaw & Assc
Shaw & Associates
*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 Shaw to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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