Seth Shepherd (CRD# 6956745) is an Investment Advisor Representative working at Pillar Wealth LLC in Franklin, IN and has over 5 years of experience in the finance industry.
CRD# 1022482
Fifth Third Securities, Inc.
CRD# 5724984
Oneamerica Securities, Inc.
CRD# 4347325
Raymond James Financial Services Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pillar Wealth, LLC | Franklin, IN | Apr 2024 - Current | < 1 |
| Charles Schwab Bank, Ssb | Indianapolis, IN | Dec 2019 - Mar 2024 | 4 |
| Charles Schwab & Company, Inc. | Indianapolis, IN | May 2018 - Mar 2024 | 5 |
| Law Office Of Bryan Davenport | Franklin, IN | Aug 2015 - May 2018 | 2 |
| Jpmorgan Chase & Company | Greenwood, IN | Jun 2015 - May 2018 | 2 |
| We Grow Indy | Indianapolis, IN | May 2016 - Aug 2016 | < 1 |
| Artis-naples | Naples, FL | Dec 2014 - May 2015 | < 1 |
| Southwest Florida Happy Feet | Estero, FL | Aug 2014 - Apr 2015 | < 1 |
| Chick-fil-a | Naples, FL | Aug 2013 - Dec 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2018 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2019 |
- IN
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
IN
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.