Steven ShipeCRD Number: 5400064
Current Firm: Avantax Advisory Services
Steven Shipe (CRD# 5400064) is an Investment Advisor Representative working at Avantax Advisory Services in Maurertown, VA and has over 15 years of experience in the finance industry.
Interactive Financial Advisors
Planmember Securities Corporation
Rbc Capital Markets, LLC
|Hd Vest Insurance Agency, LLC||Maurertown, VA||Feb 2019 - Current||3|
|Lawrence R Yoder Cpa||Broadway, VA||Feb 2016 - Current||6|
|Avantax Investment Services, Inc.||Maurertown, VA||Jul 2008 - Current||14|
|Avantax Advisory Services||Maurertown, VA||Aug 2007 - Current||15|
|Steven L. Shire, Ea||Maurertown, VA||Nov 2001 - Current||21|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2008|
|S65||NASAA Investment Advisors Law Examination||Sep 2007|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management34,341MILLIONS
Total Number of Accounts111,856ACCOUNTS
Average Account Value$307,006
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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