Scott ShepherdCRD Number: 1971144
Current Firm: Fsc Securities Corporation
Scott Shepherd (CRD# 1971144) is an Investment Advisor Representative working at Fsc Securities Corporation in Huntersville, NC and has over 25 years of experience in the finance industry.
Prospera Financial Services, Inc.
Dalton Financial LLC
M Holdings Securities, Inc.
|Fsc Securities Corporation||Huntersville, NC||Oct 1992 - Current||25|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1992|
|S65||NASAA Investment Advisors Law Examination||Oct 2000|
Total Assets Under Management5,630MILLIONS
Total Number of Accounts24,779ACCOUNTS
Average Account Value$227,192
- A percentage of assets under your management
- Hourly charges
- 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)
- Educational seminars/workshops
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, VI, VT, WA, WI, WV