Walter Shepperd (CRD# 5026704) is an Investment Advisor Representative working at Avantax Advisory Services in Carson City, NV and has over 18 years of experience in the finance industry.
CRD# 4775495
Lpl Financial LLC
CRD# 2489311
Prosperity Wealth Management, Inc.
CRD# 5245824
Prime Capital Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Personnel Plus | Carson City, NV | Aug 2015 - Current | 8 |
| Avantax Advisory Services | Carson City, NV | Jun 2007 - Current | 16 |
| Avantax Investment Services, Inc. | Carson City, NV | May 2007 - Current | 16 |
| Linsco/private Ledger | Carson City, NV | Aug 2006 - Current | 17 |
| Venture Strategies Group, LLC | Carson City, NV | May 2007 - Jul 2015 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2006 |
| S66 | NASAA Uniform Combined State Law Examination | May 2007 |
- NV
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Total Assets Under Management41,696MILLIONS
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Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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