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CFP · PFS
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CFP · PFS

David Shoemaker

Kestra Advisory Services, LLC
38 Years of Experience
Memphis, TN
Broker
View SEC Summary
View SEC Summary

David Shoemaker is a CFP, PFS-designated registered investment advisor at Kestra Advisory Services, LLC, based in Memphis, TN, with 38 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 117,403 clients with $80B in assets under management.

Kestra Advisory Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1456 advisors
Number of Clients
117,403 clients
Average Client Portfolio
$680K average
Assets Under Management
$79.8B

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Asset-based fees range up to 2.5% of assets under management and are negotiable based on account size, registration type, and services provided.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

8000 Centerview Parkway, Suite 525, Memphis, TN, 38018

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Kestra Advisory Services, LLC
September 2025 - Present · 1 yr 1 mo
Kestra Investment Services, LLCBroker
January 2018 - Present · 8 yrs 9 mos
Previous Registrations
Proequities, INC.Broker
September 2011 - December 2017 · 6 yrs 3 mos
Clark Securities, INC.Broker
April 2003 - April 2011 · 8 yrs
First Heartland Capital, INC.Broker
June 1994 - March 2003 · 8 yrs 9 mos
First Heartland Capital, INC.Broker
April 1994 - May 1994 · 1 mo
Walnut Street Securities, INC.Broker
September 1991 - April 1994 · 2 yrs 7 mos
Firstmoney Securities CorporationBroker
October 1988 - August 1990 · 1 yr 10 mos
Union Planters Investment Bankers Group, INC.Broker
October 1988 - October 1988 · 0 mos
Umic, INC.Broker
June 1986 - October 1988 · 2 yrs 4 mos
State Registrations15 states
ALARDEFLGAILKYMDMSNJOHPATNTXWV
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.
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