David Shill
David Shill is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Plano, TX, with 26 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
5465 Legacy Drive, Suite 650, Plano, TX, 75024
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
David is the owner of Katapult Wealth Partners, LLC, a financial services entity, dedicating full-time hours to managing the business. He also works as an agent selling insurance products through Avantax Insurance Agency and/or Avantax Insurance Services, spending minimal time on this activity.
Employment History
Current Registrations
Cetera Wealth Services, LLC
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
1st Global Advisors INC
1st Global Capital CORP.Broker
State Registrations18 states
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