Wendy Shepherd, financial advisor San Diego CA
93 score

Wendy Shepherd

CRD Number: 3031580
Current Firm: Usaa Financial Planning Services

Wendy Shepherd (CRD# 3031580) is an Investment Advisor Representative working at Usaa Financial Planning Services in San Diego, CA and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Usaa Financial Planning Services San Diego, CA Dec 2015 - Current 1
Usaa Financial Advisors, Inc. San Diego, CA Dec 2015 - Current 1
Ubs Financial Services Inc. La Jolla, CA Nov 2009 - Nov 2015 6
Morgan Stanley Smith Barney San Diego, CA Jun 2009 - Nov 2009 < 1
Morgan Stanley & Company Incorporated La Jolla, CA May 2008 - Jun 2009 1
Citigroup Global Markets Inc. La Jolla, CA Mar 2006 - May 2008 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1998
S66 NASAA Uniform Combined State Law Examination Jul 2002
Contact Info for Wendy T. Shepherd
Phone Number: 800-531-USAA
Firm Website: https://www.usaa.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Financial planning services
  • Educational seminars/workshops
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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