Eric SheppardCRD Number: 6219623
Current Firm: Cuna Brokerage Services, Inc.
Eric Sheppard (CRD# 6219623) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Frisco, TX and has over 4 years of experience in the finance industry.
Khp Capital LLC
Commonwealth Financial Network
Vanderpal Capital Management LLC
|Cuna Brokerage Services, Inc.||Waverly, IA||Jul 2013 - Current||4|
|Aldo Shoe Store||Austin, TX||Jul 2013 - Current||4|
|Randolph Brooks Fcu||Universal City, TX||Aug 2011 - Current||6|
|A+ Federal Credit Union||San Marcos, TX||Aug 2009 - Jul 2011||1|
|San Marcos Treatment Center||San Marcos, TX||May 2009 - Nov 2009||< 1|
|Texas State University||San Marcos, TX||Jul 2008 - May 2009||< 1|
|Aldo Shoe Store||San Marcos, TX||May 2008 - Jul 2008||< 1|
|International Bank Of Commerce||San Marcos, TX||Apr 2007 - May 2008||1|
|Sugar Land Parks And Recreation||Sugar Land, TX||May 2007 - Aug 2007||< 1|
|Texas State Unviersity||San Marcos, TX||Aug 2006 - May 2007||< 1|
|Safety America Day Camp||Sugar Land, TX||May 2006 - Aug 2006||< 1|
|American Eagle Clothing Co||Houston, TX||May 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2013|
Total Assets Under Management1,331MILLIONS
Total Number of Accounts6,286ACCOUNTS
Average Account Value$211,803
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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