William Shepard
William Shepard is a registered investment advisor at Raymond James & Associates, INC., based in Ocala, FL, with 8 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
2701 SW 34th, Bldg 100, Ocala, FL, 34474
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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William is involved with several non-profit organizations, including the Gator Club of Jacksonville, Gateway To Hope, Inc., and the Jacksonville Chamber of Commerce: Arlington Council. He dedicates minimal time to the Gator Club and Chamber of Commerce, and about 10-20% of his time to Gateway To Hope.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
State Registrations12 states
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