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John Marshall Shepherd

Allstate Financial Services, LLC

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About John Marshall Shepherd

John Shepherd is a financial professional with Allstate Financial Services, LLC. John has been in the industry since July 26, 2018 and holds a Series 6 and Series 63 license along with the SIE. John is registered with the states of Maryland, Virginia, and West Virginia. The branch office is located at 311 Aikens Ctr in Martinsburg, West Virginia.

Firm Information

John Shepherd is currently registered with Allstate Financial Services, LLC. Allstate Financial Services, LLC, is a Limited Liability Company formed in November 1999. The firm is registered in all 50 states and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

4,147

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.

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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John Shepherd’s Registration & Firm History

WV

07/27/2018 - Present

Allstate Financial Services, LLC (Martinsburg WV)

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Licenses & Designations

BC

Issued 09/12/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/27/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Marshall Shepherd.
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