Alicia Sheppard (CRD# 7036065) is an Investment Advisor Representative working at Empower Advisory Group, LLC in Arlington, WA and has over 5 years of experience in the finance industry.
CRD# 5438563
Wyatt Wealth Management
CRD# 6577036
Bormann Wealth Management, LLC
CRD# 3077936
Sound Financial, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Empower Financial Services, Inc. | Greenwood Village, CO | May 2023 - Current | 1 |
| Coastal Community Bank | Everett, WA | Sep 2021 - Apr 2023 | 1 |
| Wells Fargo Clearing Services, LLC | Lake Stevens, WA | Oct 2018 - Sep 2021 | 2 |
| Wells Fargo Bank, Na | Lake Stevens, WA | Dec 2014 - Sep 2021 | 6 |
| Central Washington University | Ellensburg, WA | Sep 2014 - Jun 2016 | 1 |
| Lucky Brand Jeans | Tulalip, WA | Mar 2014 - Dec 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2019 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2021 |
- WA
-
Total Assets Under Management134,279MILLIONS
-
Total Number of Accounts188,739ACCOUNTS
-
Average Account Value$711,454
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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