Brandon Shephard (CRD# 6493422) is an Investment Advisor Representative working at Ally Invest Advisors in Charlotte, NC and has over 8 years of experience in the finance industry.
CRD# 5182920
Moore Investment Partners, LLC
CRD# 862387
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2867492
Defender Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ally Invest Securities LLC | Charlotte, NC | Jan 2023 - Current | 1 |
| Ally Invest Advisors | Charlotte, NC | Jun 2021 - Current | 2 |
| Yes I Can Basketball | Charlotte, NC | Oct 2005 - Current | 18 |
| Tiaa | Charlotte, NC | Feb 2018 - Apr 2021 | 3 |
| Tiaa-cref Individual & Institutional Services, LLC | Charlotte, NC | Feb 2018 - Apr 2021 | 3 |
| Pnc | Charlotte, NC | Jan 2018 - Jan 2018 | < 1 |
| Wells Fargo Clearing Services, LLC | Charlotte, NC | Apr 2015 - Aug 2017 | 2 |
| Wells Fargo | Charlotte, NC | Jun 2014 - Apr 2015 | < 1 |
| Bradford Company/ Talent Bridge Usa | Charlotte, NC | Jan 2014 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2015 |
- NC
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Total Assets Under Management1,128MILLIONS
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Total Number of Accounts70,547ACCOUNTS
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Average Account Value$15,984
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
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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