La shaun Howard
Investment adviser representative at Svb Wealth
11 yearsExperience
1 stateRegistered in
$3.1BFirm assets
12 yearsFirm in business
Are you La shaun Howard? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Svb Wealth LLCJan 2024 to now
- First Citizens Investor ServicesDec 2023 to now
- Svb Investment Services Inc.May 2015 to Dec 2023
- Silicon Valley BankMay 2015 to Mar 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (CA).
Svb Wealth
Legal name: Svb Wealth LLC
$3.1BAssets managed
1,101Clients
80Advisers
12 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
- 7286171
- Firm CRD
- 172832