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Eugene Shepherd

5 Years of Experience
Austin, TX
Broker

Eugene Shepherd is a registered investment advisor at Raymond James & Associates, INC., based in Austin, TX, with 5 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

6034 West Courtyard Drive, Suite 305, Austin, TX, 78730

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Raymond James & Associates, INC.
May 2023 - Present · 3 yrs
Raymond James & Associates, INC.Broker
May 2023 - Present · 3 yrs
Previous Registrations
Eagle Strategies LLC
April 2023 - May 2023 · 1 mo
Nylife Securities LLCBroker
January 2021 - May 2023 · 2 yrs 4 mos
State Registrations5 states
ARCACOTXVA
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.
Eugene Shepherd - Financial Advisor | TrueAdvisor