Kendal
Shaw
Ameritas Advisory Services, LLC
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About this Advisor
Kendal Shaw is a financial advisor who works in Naples, Florida with 1 year of relevant experience. Shaw is on the advisory team at Ameritas Advisory Services, LLC. Their career trajectory has included roles at Woodbury Financial Services Inc, Ameritas Life Insurance Corp, Ameritas Advisory Services, Database Financial Services, Database Financial Solutions, Ameritas Investment Company, LLC and Scottrade, Inc. Shaw has Series 63 and Series 66 licenses, designating them as a securities agent, and is able to work in Florida. Ameritas Advisory Services, LLC is a financial advisory company that has its headquarters in Lincoln, NE. It has offices in 248 locations and a total of 592 employees. It administers $9 billion in total assets between its 35,218 customer accounts, placing it among the biggest firms in the United States by assets under management. The firm provides services to 38 charities and foundations. Of its 35,218 accounts, just 2% are held by high-net-worth investors who have greater than $1 million in investable assets. Ameritas Advisory Services, LLC offers a number of services, such as 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. Fees charged by financial advisors largely are based on which services are offered. Fee types billed by Ameritas Advisory Services, LLC most likely consist of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ameritas Advisory Services, LLC Brokerage Details
$8,534,798,484
592
35,218
$242,342
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
Kendal has been registered as a financial advisor for 1 years.*
Ameritas Life Insurance Corp
Ameritas Advisory Services
Ameritas Investment Company, LLC
Database Financial Services
Database Financial Solutions
Woodbury Financial Services Inc
Scottrade, Inc
*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 Kendal Shaw 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 Ameritas Advisory Services, LLC
Exeter, CA
Lincoln, NE
Placerville, CA
San Ramon, CA
Lincoln, NE
Greensboro, NC
Sudbury, MA
Dallas, TX
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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