Steven Shipe is a registered investment advisor, based in Maurertown, VA, with 18 years of industry experience.
Location
Maurertown, VA
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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
Steven is the treasurer of the Elect Morris For Supervisor Committee and an employee at Lawrence R Yoder CPA. He also works as an agent for Avantax Insurance Agency and/or Avantax Insurance Services and owns Steven L. Shipe, EA, spending nearly full-time on accounting services and tax preparation.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
State Registrations2 states
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