Daniel Shepard (CRD# 6777728) is an Investment Advisor Representative working at Lpl Financial LLC in Clarksville, IN and has over 6 years of experience in the finance industry.
CRD# 6729610
Lpl Financial LLC
CRD# 4035401
Ameriprise Financial Services, LLC
CRD# 6656510
Brookstone Financial
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Clarksville, IN | Nov 2019 - Current | 4 |
| First Savings Bank | Clarksville, IN | Dec 2018 - Current | 5 |
| Ameriprise Financial Services, Inc. | Clarksville, IN | Dec 2018 - Nov 2019 | < 1 |
| Mml Investors Services | Louisville, KY | Aug 2017 - Dec 2018 | 1 |
| Massmutual | Louisville, KY | Jun 2017 - Dec 2018 | 1 |
| Pine Valley Country Club | Fort Wayne, IN | May 2014 - Jul 2017 | 3 |
| Indiana Purdue-fort Wayne | Fort Wayne, IN | Aug 2013 - May 2017 | 3 |
| Mountville Mills, Inc. | Lagrange, GA | May 2016 - Aug 2016 | < 1 |
| Sycamore Hills Golf Club | Fort Wayne, IN | May 2015 - May 2016 | 1 |
| Crazy Pinz Entertainment Center | Fort Wayne, IN | Nov 2014 - Mar 2015 | < 1 |
| Valley View Golf Club | Floyd Knobs, IN | Apr 2013 - May 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2017 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2018 |
- IN
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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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