La Shaun
Howard
Svb Wealth
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About this Advisor
La Shaun Howard is a financial advisor based in San Francisco, California, working with Svb Wealth. La Shaun Howard has previously worked at Svb Investment Services Inc, Silicon Valley Bank, Svb Wealth LLC, and First Citizens Investor Services. La Shaun Howard has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California. La Shaun Howard is currently with Svb Wealth, which has 10 offices and 85 employees. The firm manages $5.0 billion in assets and serves both charitable organizations and high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars, and other services. Svb Wealth offers asset-based and fixed fee structures.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Svb Wealth Brokerage Details
$4,983,411,995
85
3,739
$1,332,819
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
La Shaun Howard Work History
Svb Wealth LLC
First Citizens Investor Services
Svb Investment Services Inc
Silicon Valley Bank
Disclosures
Please visit the SEC profile of La Shaun Howard to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Svb Wealth
Seattle, WA
San Francisco, CA
Boston, MA
Boston, MA
Natick, MA
New York, NY
San Francisco, CA
Bell Gardens, CA
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