William ShepardCRD Number: 1193984
Current Firm: Nations Financial Group, Inc.
William Shepard (CRD# 1193984) is an Investment Advisor Representative working at Nations Financial Group, Inc. in Cedar Rapids, IA and has over 32 years of experience in the finance industry.
Nations Financial Group, Inc.
Raymond James Financial Services Advisors, Inc.
|Nations Financial Group, Inc.||Cedar Rapids, IA||Apr 2004 - Current||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1985|
|S66||NASAA Uniform Combined State Law Examination||Mar 2002|
Total Assets Under Management597MILLIONS
Total Number of Accounts2,477ACCOUNTS
Average Account Value$241,135
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
AR, AZ, CA, CO, FL, IA, ID, IL, IN, KS, KY, MD, MI, MN, MO, NC, NE, NJ, NM, NY, OH, OR, PA, TX, VA, WA, WI