Shaffer Sallade is a registered investment advisor, based in The Colony, TX, with 6 years of industry experience.
Location
4679 State Highway 121, Ste 137, The Colony, TX, 75056
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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
Shaffer is an agent team member at three different State Farm insurance agencies: Robyn Holtz's, Rick Tanner's, and Brent Holtz's. Shaffer dedicates about half of their time to servicing customers at these agencies.
Employment History
Current Registrations
State Farm Vp Management CORP.Broker
State Farm Vp Management CORP.
State Farm Investment Management CORP.
Previous Registrations
Mutual of Omaha Investor Services, INC.
Mutual of Omaha Investor Services, INC.Broker
Nylife Securities LLCBroker
State Registrations1 state
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.