Donald Shiarla, financial advisor Salem OR
96 score

Donald Shiarla

CRD Number: 1024902
Current Firm: Stifel, Nicolaus & Company, Incorporated

Donald Shiarla (CRD# 1024902) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Salem, OR and has over 29 years of experience in the finance industry. Donald Shiarla has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Stifel Nicolaus & Co Inc. Salem, OR Jan 2012 - Current 4
Oregon National Guard Salem, OR Jul 1978 - Current 38
Teledyne Wah Chang Albany, OR Nov 1977 - Current 39
1210th Transportation Company Salem, OR Sep 1977 - Current 39
Edward D. Jones & Company, LP Oregon City, OR Jul 1996 - Jan 2012 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1987
S65 NASAA Investment Advisors Law Examination Aug 2006
Contact Info for Donald E. Shiarla
Phone Number: 314-342-2000
Firm Website: http://www.stifel.com
Registered State(s):
  • OR
By the Numbers
  • Total Assets Under Management
    38,401
    MILLIONS
  • Total Number of Accounts
    115,441
    ACCOUNTS
  • Average Account Value
    $332,650
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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