David Gregory Shink
Investment adviser representative at Financial Institution Services, LLC
22 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$258.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
22 years in the industry.
- Securities America, Inc.Sep 2020 to now
- Financial Institution Services, LLCDec 2007 to now
- Securities Service Network, Inc.May 2004 to Sep 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 2 states (NV, TX).
Financial Institution Services, LLC
$258.7MAssets managed
332Clients
2Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2313173
- Firm CRD
- 145269