David
Shill

1St Global Advisors Inc

CRD#3181480
Investment Advisor
in Dallas, TX
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About this Advisor

David Shill is a certified financial planner who works in Dallas, Texas. Currently an advisor at 1St Global Advisors Inc, they have accrued 20 years of work experience in the financial advisory industry. Shill has a Series 66 license, designating the advisor as both a securities agent and an investment advisor representative. Shill is registered to work with clients based out of Texas. During their career, Shill has held roles at 1St Global Advisors, Inc, Goldin Peiser & Peiser, 1St Global Capital Corp and 1St Global Insurance Services. 1St Global Advisors Inc is headquartered in Dallas, Texas, and has 436 other locations throughout the nation. In total, 1St Global Advisors Inc oversees $10 billion in assets across 28,955 client accounts and employs more than 1,049 people. The level of assets currently under the firm's management places it among the largest financial advisory firms in the nation. The firm manages 24,397 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 9% of the advisor firm's investors are high-net-worth individuals, meaning they have more than $1 million in investable assets. 1St Global Advisors Inc can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. The firm may charge clients asset-based, fixed and other fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

20 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees, Others

Disclosures

No

Office Location

16800 N. Dallas Parkway Suite 240
Dallas, TX 75248

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1St Global Advisors Inc Brokerage Details

Total Assets Under Management

$9,997,015,164

TX Average: $3,042,739,679
Total Number of Employees

1,049

TX Average: 49
Total Number of Accounts

28,955

TX Average: 2,315
Average Account Size

$345,260

TX Average: $1,314,358

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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

David Shill Work History

David has 20 years of experience.

2004 - Present (15 years)

1St Global Insurance Services

1999 - Present (20 years)

1St Global Advisors, Inc

1999 - Present (20 years)

1St Global Capital Corp

1998 - Present (21 years)

Goldin Peiser & Peiser

Disclosures

David Shill has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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