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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Reed Shepherd is a registered investment advisor representative with Stephens. Adam is licensed in Arkansas and Texas. Adam has been in the industry for over 10 years and has held previous positions with Valet Resource Group and Harvard University. Adam has a strong understanding of the financial markets and is committed to providing his clients with personalized financial advice. Adam is passionate about helping people achieve their financial goals and is dedicated to building long-term relationships with his clients.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
AR
12/15/2023 - Present
Stephens (LITTLE ROCK AR)
BOTH
Issued 12/09/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/19/2024
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 03/02/2024
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 10/28/2023
Series 7TO - General Securities Representative Examination
BC
Issued 09/16/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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