Zachary Shepard is a registered investment advisor, based in Columbus, OH, with 10 years of industry experience.
Location
4942 Reed Rd., Columbus, OH, 43220
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Regulatory History (1)
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Employment Separation After Allegations
March 2024Other Business Activities
Zachary is the owner of Shepard Wealth Management LLC and a board member of Vetro Lofts Condominium Owners Association, dedicating minimal time to each. He also works nearly full-time as an advisory representative of an RIA called CIRA.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
August 2024 - Present · 1 yr 9 mos
Cambridge Investment Research Advisors, INC.
August 2024 - Present · 1 yr 9 mos
Previous Registrations
Huntington Financial Advisors
March 2020 - April 2024 · 4 yrs 1 mo
The Huntington Investment CompanyBroker
March 2020 - April 2024 · 4 yrs 1 mo
PNC InvestmentsBroker
July 2016 - February 2020 · 3 yrs 7 mos
PNC Investments
July 2016 - February 2020 · 3 yrs 7 mos
Edward Jones
April 2015 - January 2016 · 9 mos
Edward JonesBroker
December 2014 - January 2016 · 1 yr 1 mo
State Registrations2 states
OHPA
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.