David Charles Shepherd

Employer firm

Truist Advisory Services, Inc. CRD 283390

$77.4B regulatory AUM 509 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• WRAP FEE PRODUCT AND FINANCIAL PROFILING SERVICES USING DESKTOP SOFTWARE

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

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

Current Employers

Employment History

• 09/2001 → 07/2020
  Wells Fargo
  Mclkean, VA
• 08/2020 → 02/2021
  Suntrust Advisory Services, Inc.
  Atlanta, GA
• 02/2021 → Present
  Truist Advisory Services, Inc.
  Winter Park, FL

Previous Registrations

• 2001-02-07 → 2004-01-12
  Ubs Financial Services Inc.
  Montgomery, AL

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-08-24
• S63 Uniform Securities Agent State Law Examination
  1996-11-22

Other Names

• David C Shepard