Unclaimed
John Alexander Shepard is an investment advisor representative at Cpmg, Inc. John Shepard has been in the industry since April 2005. John Shepard is registered with the state of Texas. Cpmg, Inc. is an investment advisor registered with the state of Texas and manages approximately $1,043,445,000 in assets. Cpmg, Inc. provides investment advisory services for individuals and pooled investment vehicles. Cpmg, Inc. has a main office in Dallas, TX.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
12/09/2005 - Present
Cpmg, Inc. (DALLAS TX)
IA
Issued 11/29/2005
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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