Robert Lee Sheppard

Current Employers

Employment History

• 06/2012 → 08/2021
  Primerica Financial Services
  Knoxville, TN
• 09/1991 → 08/2021
  Pfs Investments Inc.
  Knoxville, TN
• 12/2019 → 08/2021
  Bbva
  Sparta, TN
• 09/1991 → 08/2021
  Private Financial Solutions
  Sparta, TN
• 10/2021 → 05/2023
  Freedom Warranty Company
  Chattanooga, TN
• 08/2022 → 02/2023
  Pfs Investments Inc.
  Knoxville, TN
• 06/2012 → 02/2023
  Primerica Financial Services
  Knoxville, TN
• 04/2022 → 07/2022
  Msi Financial Group Llc
  Cookeville, TN
• 12/2021 → 07/2022
  Msi Insurance Llc
  Cookeville, TN
• 08/2021 → 06/2022
  Ameritas Investment Co
  Lincoln, NE
• 08/2021 → 07/2022
  Amerita Life Ins Co
  Lincoln, NE
• 07/2012 → 08/2021
  Primerica
  Duluth, GA
• 01/2023 → 05/2023
  Mt Juliet Cdjr
  Mt Juliet, TN
• 09/1991 → 12/2021
  Msi Insurance Llc
  Cookeville, TN
• 02/2023 → 05/2024
  Ameritas Investment Company, Llc
  Lincoln, NE
• 02/2023 → 05/2024
  Ameritas Life Insurance Company
  Lincoln, NE
• 09/2023 → 03/2024
  Stan Mcnabb Chrysler Dodge Jeep Ram
  Tullahoma, TN
• 02/2024 → 05/2024
  Ameritas Advisory Services, Llc
  Lincoln, NE
• 03/2024 → 06/2025
  Tony Bates Ford
  Lebanon, TN
• 05/2024 → 01/2025
  Pfs Investments Inc.
  Knoxville, TN
• 06/2012 → 05/2024
  Primerica Financial Services
  Knoxville, TN
• 01/2025 → 03/2026
  The Leaders Group, Inc.
  Littleton, CO
• 01/2025 → 06/2025
  Amres Mortgage Bankers
  Trevose, PA
• 06/2025 → 09/2025
  Total Media
  Huntsville, AL
• 09/2025 → 03/2026
  Amres Mortgage Bankers
  Trevose, PA
• 03/2026 → Present
  The Mortgage Link
  Rockville, MD
• 04/2026 → Present
  Pfs Investments Inc.
  Knoxville, TN
• 04/2026 → Present
  Primerica Financial Services
  Knoxville, TN
• 07/2026 → Present
  Grayson Bmw
  Knoxville, TN

Previous Registrations

• 2025-01-15 → 2026-03-24
  Tlg Advisors, Inc.
  Summit, NJ
  Cookeville, TN
• 2024-06-25 → 2025-01-02
  Pfs Investments Inc.
  Knoxville, TN
• 2024-02-05 → 2024-05-15
  Ameritas Advisory Services, Llc
  Cookeville, TN

Other Businesses

Sales of investment-related products; part-time or full-time, for companies affiliated with PFS Investments Inc. I may also receive non-investment related compensation from Primerica Mortgage, LLC for the sale of loan products and/or Primerica Client Services, Inc. (a co-located affiliate of PFS Investments Inc.) for part-time referrals of home security and automation products, as well as other home related services. Robert Sheppard / General Agent (1099), Sparta, TN, Residual income from various insurance agencies, May 2018 to Present, Not Investment Related, 1 hour per month (0 hours during securities trading) Blue Cross Blue Shield, Sparta, TN, Medicare Agent (1099), May 2018 to Present, Not Investment related, 1 hour per month (0 hours during securities trading)

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-12-07
• S63 Uniform Securities Agent State Law Examination
  2021-08-04

Other Names

• Robert Lee Sheppard
• Robert Lee Sheppard
• Robert Lee Sheppard
• Robert Lee Sheppard
• Robert L Sheppard
• Robert Lee Sheppard
• Robert Sheppard