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Charles Davis Shepherd

Truist Advisory Services, Inc.

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About Charles Davis Shepherd

Charles Davis Shepherd is a financial advisor with Truist Advisory Services, Inc. based in Austin, TX. Charles Shepherd has been in the financial services industry since 1990. Charles Shepherd is a Certified Financial Planner and a Chartered Financial Analyst. He is registered to provide investment advice in 28 states. Charles Shepherd specializes in providing financial planning, portfolio management, and other financial services to individuals, businesses, and high-net-worth clients.

Firm Information

Charles Shepherd is currently registered with Truist Advisory Services, Inc.. Truist Advisory Services, Inc. is an investment advisor registered with the SEC. They provide financial planning, portfolio management for individuals and businesses, publication of periodicals, selection of other advisors, and wrap fee products and financial profiling services. Their main office is located in Atlanta, GA and they have approximately 2,079 investment advisor representatives and 1,756 licensed agents. They manage over $61 billion in assets for individuals, high-net-worth individuals, corporations, and other clients.
Truist Advisory Services, Inc.

303 PEACHTREE CENTER AVENUE,

ATLANTA, GA 30303

$61.37B

Assets Under Management

560

Total Clients

1,881

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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wrap fee product and financial profiling services using desktop software

Wrap fee product and financial profiling services using desktop software

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Charles Shepherd’s Registration & Firm History

TX

03/09/2021 - Present

Truist Advisory Services, Inc. (AUSTIN TX)

NA

03/20/1990 - 06/01/1993

SUNTRUST SECURITIES, INC.

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Licenses & Designations

BC

Issued 03/06/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/01/2021

Series 7TO - General Securities Representative Examination

BC

Issued 02/27/2021

SIE - Securities Industry Essentials Examination

BC

Issued 03/17/1990

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Charles Davis Shepherd.
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