Brett Sheppard
Brett Sheppard is a registered investment advisor at Cetera Investment Advisers LLC, based in Sun City Center, FL, with 2 years of industry experience. Brett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
4892 Sun City Center Blvd, Sun City Center, FL, 33573
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Regulatory History
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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Brett is a co-owner and member of Sigg Holdings, LLC dba Le Sheppard Photography, a photography business he owns with his spouse. He files taxes for the business.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
State Registrations7 states
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