David Layte (CRD# 6072876) is an Investment Advisor Representative working at Shp Wealth Management, LLC in Plymouth, MA and has over 11 years of experience in the finance industry.
CRD# 4676913
Ameriprise Financial Services, LLC
CRD# 723273
Compass Capital Corporation
CRD# 2010717
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Shp Financial LLC | Plymouth, MA | Jan 2021 - Current | 3 |
Shp Wealth Management, LLC | Plymouth, MA | Jan 2021 - Current | 3 |
Self Employed | Middletown, RI | Aug 2020 - Current | 3 |
Wells Fargo Clearing Services LLC | Middletown, RI | Jun 2017 - Current | 6 |
Wells Fargo Advisors | Newport, RI | Jul 2017 - Aug 2020 | 3 |
Homemaker | Plymouth, MA | Nov 2016 - May 2017 | < 1 |
Bank Of America, N.a. | Marshfield, MA | Dec 2012 - Oct 2016 | 3 |
Merrill Lynch, Pierce, Fenner And Smith Incorporated | Marshfield, MA | May 2012 - Oct 2016 | 4 |
Merrill Lynch, Pierce, Fenner & Smith Incorporate | Hingham, MA | Sep 2012 - Sep 2016 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Oct 2012 |
- MA
-
Total Assets Under Management1,097MILLIONS
-
Total Number of Accounts5,758ACCOUNTS
-
Average Account Value$190,578
- A percentage of assets under your management
- Hourly charges
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, CO, CT, FL, GA, IL, LA, MA, ME, NH, NY, RI, SC, TX, VT
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