Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Shepard is an Investment Advisor Representative with Callahan Capital Management, based in Steamboat Springs, CO. David has been working in the financial industry since 1993. David is registered with the states of Arizona, California, Colorado and Texas. David specializes in providing financial planning and portfolio management services for individuals.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
CO
07/03/2013 - Present
Callahan Capital Management (STEAMBOAT SPRINGS CO)
IA
Issued 12/03/2012
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure David Shepard is the right advisor for you? Invested Better is here to help.
