David Shapiro
CRD Number: 4598744Current Firm: Peak Investment Coaching, LLC
Compensation Model: Fee Only
David Morris Shapiro (CRD# 4598744) is an Investment Advisor Representative working at Peak Investment Coaching, LLC in Logan, UT and a satalite office in Kaysville, UT.
David has over 14 years of experience in the finance industry. David has been selected by Dave Ramsey as a SmartVestor Pro and is dedicated to helping his clients achieve their long-term investing goals. David believe that everyone deserves access to solid, professional investing guidance. He has the heart of a teacher, not the attitude of a salesman. He is someone you can feel comfortable talking to and someone you can trust. He will help you understand what you are investing in and why, and helps you stick to your long-term goals.
CRD# 7058752
D.a. Davidson & Company
CRD# 2627265
Adams Wealth Advisors
CRD# 6718486
Andina Family Offices
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Peak Investment Coaching, LLC | Logan, UT | Jul 2013 - Current | 10 |
| Peak Insurance, LLC | Logan, UT | May 2013 - Current | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2011 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2006 |
- ID
- UT
- WY
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
ID, UT, WY
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