David
Shapiro

Peak Investment Coaching, LLC

CRD#4598744
Investment Advisor
in Logan, UT

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About this Advisor

David Shapiro is a financial advisor operating out of Logan, Utah who has 10 years of relevant experience. Shapiro currently works for Peak Investment Coaching, LLC. Throughout their career, they have worked at Shapiro Senior Resources, LLC, Centaurus Financial, Inc, Peak Investment Coaching, LLC and Peak Insurance, LLC. Shapiro holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to operate in Idaho, Utah and Wyoming. Peak Investment Coaching, LLC is a financial advisory business with a branch in Logan, Utah.

Certifications and Registrations

Series 63, Series 65

Years Registered*

10 years

Office Location

88 West Center Street
Logan, UT 84321

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David Shapiro Work History

David has been registered as a financial advisor for 10 years.*

2013 - Present (11 years)

Peak Investment Coaching, LLC

2013 - Present (11 years)

Peak Insurance, LLC

2008 - 2013 (5 years)

Centaurus Financial, Inc

2003 - 2013 (10 years)

Shapiro Senior Resources, LLC

*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 Shapiro to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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