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Tanja Shibley
19 Years of Experience
Claremont, CA
1 DisclosureBroker
Tanja Shibley is a registered investment advisor at D.A. Davidson & CO., based in Claremont, CA, with 19 years of industry experience. Tanja operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 70,118 clients with $42B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
686 advisors
IM Fee
Planning only
Assets Under Management
$41.8B
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
697 E. Foothill Boulevard, Suite D, Claremont, CA, 91711
Get directionsHistory
Regulatory History (1)
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Employment Separation After Allegations
December 1985Employment History
Current Registrations
D.A. Davidson & CO.
May 2016 - Present · 10 yrs 2 mos
D.A. Davidson & CO.Broker
November 2013 - Present · 12 yrs 8 mos
Previous Registrations
Crowell Weedon & CO.Broker
November 2013 - November 2013 · 0 mos
Crowell, Weedon & CO.Broker
November 2007 - November 2013 · 6 yrs
Cameron, Murphy & Spangler, INC.Broker
April 1990 - December 1990 · 8 mos
State Registrations38 states
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AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.