Shale Latter is a registered investment advisor, based in Tampa, FL, with 16 years of industry experience.
Location
400 N Tampa St, Suite 1800, Tampa, FL, 33602
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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.
Learn about disclosures →Other Business Activities
Shale is a pastor at Foundation Church, where he performs ceremonies. This activity is not investment-related and takes a few hours per week.
Employment History
Current Registrations
Capfinancial Securities, LLC.Broker
August 2017 - Present · 8 yrs 9 mos
Captrust
July 2017 - Present · 8 yrs 10 mos
Previous Registrations
Captrust Advisors, LLC
September 2012 - December 2017 · 5 yrs 3 mos
Wells Fargo Advisors Financial Network, LLC
November 2010 - June 2017 · 6 yrs 7 mos
Wells Fargo Advisors Financial Network, LLCBroker
February 2010 - June 2017 · 7 yrs 4 mos
State Registrations2 states
FLNC
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.