Kathleen Shepherd is a registered investment advisor, based in North Wilkesboro, NC, with 2 years of industry experience.
Location
100 9th Street, Suite A, North Wilkesboro, NC, 28659
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kathleen works as a consultant for Protective Industrial Products (PIP), a PPE manufacturer and distributor, on a short-term new product development project. This takes about 10-20% of her time, including some securities trading hours.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
Lincoln Investment
Capital Analysts
Lincoln InvestmentBroker
State Registrations4 states
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