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Shawn Boyd Shepherd

Advisors Asset Management, Inc.

Charlotte, NC

Princeton, NJ

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Current Employers
Advisors Asset Management, Inc.

18925 Base Camp Road Suite 203, Monument, CO 80132 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-09-08
KS RA APPROVED 2022-12-06
TX RA APPROVED 2019-02-26
  • NC RA
    APPROVED
    Since 2025-09-08
  • KS RA
    APPROVED
    Since 2022-12-06
  • TX RA
    APPROVED
    Since 2019-02-26

Branch Locations

Charlotte, NC • United States

300 Carnegie Center Suite 100, Princeton, NJ 08540 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Overland Park KS 03/2013 08/2017
V Wealth Advisors Llc Overland Park KS 04/2013 08/2017
Shepherd Distribution Overland Park KS 06/2017 01/2019
Advisors Asset Management, Inc Monument CO 02/2019 Present
  • 03/2013 → 08/2017
    Lpl Financial Llc
    Overland Park, KS
  • 04/2013 → 08/2017
    V Wealth Advisors Llc
    Overland Park, KS
  • 06/2017 → 01/2019
    Shepherd Distribution
    Overland Park, KS
  • 02/2019 → Present
    Advisors Asset Management, Inc
    Monument, CO
Previous Registrations
  • 2013-04-04 → 2018-11-27
    V Wealth Advisors Llc
    Overland Park, KS
  • 2011-01-04 → 2013-02-28
    Edward Jones
    Overland Park, KS
    St Louis, MO
    Prairie Village, KS
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-01-03
  • S66 Uniform Combined State Law Examination
    2011-01-03
Other Names
  • Shawn Shepherd

View on SEC IAPD

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