David Shackelford has been an investment adviser representative at Lone Peak Advisers since June 2025, and is not listed among the firm’s executive officers or direct owners.
Lone Peak Advisers, LLC is a Draper, UT firm with $125M under management, 905 clients and 8 advisers in one office, as of its March 2026 filing.
Investment adviser representative registrations
David Shackelford is registered as an investment adviser representative in Utah, since June 2025.
- UtahSince 23 June 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 17 May 2025 |
| Series 63 | Uniform Securities Agent State Law Examination | 23 March 2023 |
| Series 7TO | General Securities Representative Examination | 16 December 2022 |
| SIE | Securities Industry Essentials Examination | 17 March 2022 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- David K Shackelford
- CRD
- 7472279
- Firm
- Lone Peak Advisers · CRD 296772
- Office
- 11650 SOUTH STATE STREET, SUITE 200, Draper, UT 84020-7150
- Registration
- Investment adviser and broker registrations
- In the industry since
- December 2022
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does David Shackelford work?
David Shackelford is an investment adviser representative registered through Lone Peak Advisers, LLC since June 2025, and is not listed among the firm’s executive officers or direct owners.
Is David Shackelford a financial advisor?
Yes. David Shackelford has a current investment-adviser registration in Utah, through Lone Peak Advisers since June 2025.
How many years of experience does David Shackelford have?
David Shackelford has 3 years in the financial industry, since December 2022, across 1 adviser firm.
What exams has David Shackelford passed?
David Shackelford has passed 4 licensing exams: the SIE, Series 7TO, Series 63 and Series 65. The earliest, the SIE, was passed in March 2022.
Where is David Shackelford based?
David Shackelford’s registered office is in Draper, UT.
Is David Shackelford registered with FINRA?
Yes. David Shackelford has a current broker registration, under CRD 7472279.
Source: FINRA BrokerCheck
How can I verify David Shackelford’s record?
Search CRD 7472279 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish David Shackelford’s full registration record.