Cynthia Sheppard (CRD# 6273489) is an Investment Advisor Representative working at Lpl Financial LLC in Mora, MN and has over 9 years of experience in the finance industry.
CRD# 4493074
Efs Advisors
CRD# 4289347
Efs Advisors
CRD# 5268349
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | North Mankato, MN | Jul 2021 - Current | 2 |
| Sara Tilberg | Rochester, MN | Nov 2017 - Jul 2021 | 3 |
| Abwa | Overland Park, KS | Aug 2015 - Jul 2021 | 5 |
| Abwa | Overland Park, KS | Aug 2015 - Jul 2021 | 5 |
| Various Insurance Carriers For W & R Insurance Agencies | Rochester, MN | Jun 2014 - Jul 2021 | 7 |
| Waddell & Reed Inc. | Rochester, MN | Dec 2013 - Jul 2021 | 7 |
| Go Red For Women/american Heart Association | Rochester, MN | May 2016 - Jul 2018 | 2 |
| Master Networks Business Builders | Frisco, TX | Jul 2015 - Jul 2016 | 1 |
| Silpada Designs | Rochester, MN | Feb 2012 - Jul 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2014 |
- MN
- TX
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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, VI, VT, WA, WI, WV, WY
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