Kathleen Rouse Shepherd

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 04/2023 → 08/2025
  Lincoln Investment
  Fort Washington, PA
• 03/2022 → 04/2023
  N/A
  Wilkesboro, NC
• 10/2016 → 03/2022
  Worldwide Protective Products, Llc
  Wilkesboro, NC
• 03/2016 → 09/2016
  Regitex
  Pantego, NC
• 08/2023 → 08/2025
  Lincoln Investment
  Fort Washington, PA
• 09/2023 → 08/2025
  Capital Analysts
  Fort Washington, PA
• 08/2025 → Present
  Raymond James Financial Services, Inc.
  North Wilkerboro, NC
• 08/2025 → Present
  Raymond James Financial Services Advisors, Inc.
  North Wilkesboro, NC

Previous Registrations

• 2023-09-06 → 2025-08-21
  Lincoln Investment
  Albemarle, NC
  Greenville, NC
  Wilkesboro, NC
  Lutz, FL
• 2023-09-06 → 2025-08-21
  Capital Analysts
  Wilkesboro, NC
  Greenville, NC

Other Businesses

(1) Name of Business: Protective Industrial Products/Worldwide Protective Products Address: 185 Cloverdale Lane, Wilkesboro, NC, 28697, United States Activity Type: Other Position/Title: Consulting Investment Related: No Start Date: 09/08/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Consulting and advising on protective clothing product development. (2) Name of Business: Signature Wealth Strategies Address: 100 9th St Ste A, North Wilkesboro, NC, 28659-4169, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 09/08/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial advisor

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-08-21
• S63 Uniform Securities Agent State Law Examination
  2023-06-29

Other Names

• Kathleen Cherry Rouse