Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Jonathan Shill is a financial advisor with over 23 years of experience in the industry. David has worked for Avantax Advisory Services since October 2019 and is registered with FINRA and the State of Texas. Previously, David worked for 1st Global Capital Corp for over 20 years. David is a CERTIFIED FINANCIAL PLANNER™ professional. David's firm, Avantax Advisory Services, has over 130,000 clients and manages more than $40 billion in assets. Avantax Advisory Services provides a range of services to individuals, businesses, and institutions. The firm's services include financial planning, investment management, retirement planning, and insurance. David's goal is to help clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Solicitor referral services to third-party investment managers; participant enrollment meetings
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
TX
10/25/2019 - Present
Avantax Advisory Services (PLANO TX)
TX
04/23/1999 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
BOTH
Issued 04/26/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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