Cameron Alexander Shepherd

Employer firm

Fisher Investments CRD 107342

$387B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• PORTFOLIO ASSESSMENT

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

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

Current Employers

Employment History

• 01/2023 → 01/2024
  Florida Financial Advisors
  Tampa, FL
• 02/2022 → 03/2022
  The Learning Experience
  Boca Raton, GA
• 05/2021 → 08/2021
  Ansley Golf Club
  Atlanta, GA
• 05/2018 → 01/2020
  Skyzone Trampoline Park
  Suwanee, GA
• 05/2015 → 08/2018
  Lifetime Fitness
  Lawrenceville, GA
• 05/2022 → 07/2022
  Arc Management
  Tampa, FL
• 08/2022 → 12/2022
  Unemployed
  Deland, FL
• 02/2020 → 04/2021
  Unemployed
  Deland, FL
• 09/2021 → 01/2022
  Unemployed
  Deland, FL
• 04/2024 → Present
  Fisher Investments
  Plano, TX

Previous Registrations

• 2023-02-08 → 2024-01-30
  Florida Financial Advisors, Llc
  Tampa, FL
  Tampa, FL
  Tampa, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-11-18