Dylan Vincent Shepherd

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2009 → 08/2024
  Lincoln Financial
  Holladay, UT
• 08/2024 → Present
  Wells Fargo Clearing Services, Llc
  Holladay, UT

Previous Registrations

• 2009-06-01 → 2024-08-15
  Osaic Fa, Inc.
  Salt Lake City, UT
• 2000-02-07 → 2009-05-29
  Citigroup Global Markets Inc.
  Salt Lake City, UT
  Salt Lake City, UT

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-09-21
• S63 Uniform Securities Agent State Law Examination
  1999-09-02

Designations

• Certified Financial Planner

Other Names

• Dylan Vincent Shepherd
• Dylan Shepherd
• Hodson Dylan Vincent Shepherd