SH
CFA
SH
CFA

Shawn Holland

13 Years of Experience
Boise, ID
Broker

Shawn Holland is a CFA-designated registered investment advisor at D.A. Davidson & CO., based in Boise, ID, with 13 years of industry experience. Shawn 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

101 South Capitol Boulevard, Suite 1800, Boise, ID, 83702

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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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Other Business Activities

Shawn owns residential rental property in Boise, ID, dedicating minimal time to it. He is also a member of the Carroll College Endowment Investment Committee, spending minimal time on this activity as well.

Employment History
Current Registrations
D.A. Davidson & CO.Broker
August 2014 - Present · 11 yrs 9 mos
D.A. Davidson & CO.
July 2014 - Present · 11 yrs 10 mos
Previous Registrations
D.A. Davidson & CO.
August 2011 - August 2012 · 1 yr
D.A. Davidson & CO.Broker
January 2011 - August 2012 · 1 yr 7 mos
State Registrations24 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.