Kendal
Shaw
Ameritas Advisory Services, LLC
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About this Advisor
Kendal Shaw is a financial advisor based in Naples, Florida, working with Ameritas Advisory Services, LLC. Kendal has previously held positions at Woodbury Financial Services Inc, Ameritas Investment Company, LLC, Ameritas Life Insurance Corp, Ameritas Advisory Services, Database Financial Services, Database Financial Solutions, Database Financial Solutions, Inc, and Scottrade, Inc. Kendal has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Florida. Currently, Kendal is part of Ameritas Advisory Services, LLC, which operates out of Naples, Florida. The firm has 238 offices and 545 employees. The firm manages assets totaling $10.3 billion and serves a variety of clients, including charitable organizations. 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, and educational seminars. The fee structure at Ameritas Advisory Services, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Ameritas Advisory Services, LLC Brokerage Details
$10,289,301,520
545
39,033
$263,605
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
- Educational seminars/workshops
Kendal Shaw Work History
Ameritas Investment Company, LLC
Ameritas Life Insurance Corp
Ameritas Advisory Services
Database Financial Services
Database Financial Solutions
Database Financial Solutions, Inc
Woodbury Financial Services Inc
Scottrade, Inc
Disclosures
Please visit the SEC profile of Kendal 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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