La Shaun
Howard
Svb Wealth
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About this Advisor
La Shaun Howard is a financial advisor based in San Francisco, California, working with Svb Wealth. La Shaun has previously held positions at Silicon Valley Bank, Svb Investment Services Inc, Svb Wealth LLC, and First Citizens Investor Services. La Shaun has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in California. Currently, La Shaun is part of Svb Wealth, which operates out of San Francisco, California. The firm has 19 offices and 231 employees. The firm manages assets totaling $6.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars, and other services. The fee structure at Svb Wealth includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Svb Wealth Brokerage Details
$6,630,165,968
231
4,835
$1,371,286
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
La Shaun Howard Work History
Svb Wealth LLC
First Citizens Investor Services
Svb Investment Services Inc
Silicon Valley Bank
Silicon Valley Bank
Disclosures
Please visit the SEC profile of La Shaun Howard 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 Svb Wealth
Boston, MA
Boston, MA
Los Altos, CA
New York, NY
San Francisco, CA
Boston, MA
Houston, TX
Boston, MA
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