Christine ShepherdCRD Number: 7060971
Current Firm: Ameriprise Financial Services, LLC
Christine Shepherd (CRD# 7060971) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Tustin, CA and has 1 year of experience in the finance industry.
Raymond James & Associates, Inc.
Dorman Skorheim Wealth Management LLC
Baker Jensen Investment Advisors, LLC
|Ameriprise Financial Services, LLC||Tustin, CA||Jul 2020 - Current||2|
|Ucla||Los Angeles, CA||Sep 2019 - Jun 2020||< 1|
|Northwestern Mutual||Los Angeles, CA||Jun 2019 - Aug 2019||< 1|
|Ucla||Los Angeles, CA||Sep 2016 - May 2019||2|
|Nextech Systems||Irvine, CA||Jun 2016 - Aug 2016||< 1|
|Orange Lutheran High School||Orange, CA||Aug 2012 - May 2016||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2021|
Total Assets Under Management414,380MILLIONS
Total Number of Accounts1,953,584ACCOUNTS
Average Account Value$212,113
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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