David Shepard
David Shepard is a registered investment advisor at Raymond James & Associates, INC., based in Washington, DC, with 3 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
1717 Pennsylvania Ave Nw, Suite 1050, Washington, DC, 20006
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David is a partner in a rental real estate business since 2017, spending minimal time paying expenses, dispersing income, and leasing when there is a vacancy.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
State Registrations10 states
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