Brian Shepard
Brian Shepard is a registered investment advisor at Raymond James & Associates, INC., based in Bexley, OH, with 22 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
2154 E. Main Street, Suite # 201, Bexley, OH, 43209
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brian is the owner of 614RE LLC, an LLC for his wife's real estate investments, and Shekay LLC, where he does bookkeeping and project management. He also acts as a guarantor for BEM Homes LLC, his wife's real estate flipping business.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Previous Registrations
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Legg Mason Wood Walker INC
Legg Mason Wood Walker, IncorporatedBroker
State Registrations21 states
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