Magay Shepard
Magay Shepard is a CFP-designated registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Charlotte, NC, with 40 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 222,322 clients with $170B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clients in the Vision Program pay an annual fee of up to 1.2% of the value of their account. This fee covers account reporting, investment advisory services, compensation to the Financial Advisor, and Pontera. The fee is negotiable. This fee does not include embedded fees and expenses associated with the investment options within the plan.
Location
Charlotte, NC
Get directionsHistory
Regulatory History (2)
Customer Dispute
September 2004Customer Dispute
July 2004Other Business Activities
Magay is a board member for Community Link, a board of trustee member for Mars Hill University, and a board of director member for Mars Hill University Foundation, Inc. Magay is also a member of the church council at Sardis Baptist Church.
Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Stifel, Nicolaus & Company, Incorporated
Previous Registrations
Wachovia Securities, LLCBroker
Wachovia Securities, LLC
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Prudential-Bache Securities INC.Broker
State Registrations30 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.