Matthew Shepard (CRD# 7490175) is an Investment Advisor Representative working at The Worley Banks Group, LLC in Creve Coeur, MO and has 1 year of experience in the finance industry.
CRD# 6888880
Krilogy
CRD# 2390400
Oppenheimer & Company Inc.
CRD# 1012847
Stifel, Nicolaus & Company, Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
The Worley Banks Group, LLC | Creve Coeur, MO | Dec 2021 - Current | 2 |
Armanino | Creve Coeur, MO | Aug 2021 - Dec 2021 | < 1 |
Brown Smith Wallace | Creve Coeur, MO | Jun 2015 - Aug 2021 | 6 |
University Of Missouri, Columbia | Columbia, MO | Aug 2012 - May 2016 | 3 |
- MO
-
Total Assets Under Management143MILLIONS
-
Total Number of Accounts768ACCOUNTS
-
Average Account Value$185,825
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
FL, IL, MO, TX
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