Carson 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

• 07/2023 → 01/2025
  Truist Investment Services, Inc.
  Mclean, VA
• 07/2016 → 09/2016
  Sweetfrog
  Lynchburg, VA
• 05/2017 → 08/2017
  Barlo Steakhouse
  Lynchburg, VA
• 06/2017 → 08/2017
  O'CHarleys
  Lynchburg, VA
• 06/2018 → 07/2018
  Virginia Espiscopal School
  Lynchburg, VA
• 06/2020 → 09/2020
  Pok-E-Joes
  Lynchburg, VA
• 06/2021 → 09/2021
  Mellow Mushroom
  Charlottesville, VA
• 05/2022 → 08/2022
  Altria
  Richmond, VA
• 08/2019 → 05/2023
  Univesity Of Virginia
  Charlottesville, VA
• 08/2015 → 05/2019
  Virginia Episcopal School
  Lynchbhrg, VA
• 10/2023 → 01/2025
  Truist Advisory Services, Inc
  Mclean, VA
• 01/2025 → Present
  Truist Investment Services, Inc.
  Raleigh, NC
• 01/2025 → Present
  Truist Advisory Services, Inc.
  Raleigh, NC

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-10-30
• S63 Uniform Securities Agent State Law Examination
  2023-10-02