Gregory Curtis Shepard
Investment adviser representative at S&a Financial Services, Inc.
16 yearsExperience
2 statesRegistered in
$392.3MFirm assets
26 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- S&a Financial Services, Inc.Nov 2001 to now
- Cambridge Investment Research Advisors, Inc.Feb 2013 to Mar 2017
- Cambridge Investment Research IncJan 2002 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2002
State registrations
Registered as an investment adviser representative in 2 states (KS, TX).
S&a Financial Services, Inc.
$392.3MAssets managed
1,183Clients
4Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4126464
- Firm CRD
- 110471