Cecilia Christina Shepherd
Investment adviser representative at Cambridge Investment Research Advisors, Inc.
10 yearsExperience
2 statesRegistered in
$138.7BFirm assets
21 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 assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Market timing
- Seminars and workshops
Experience
10 years in the industry.
- Cambridge Investment Research Advisors, Inc.Dec 2025 to now
- Navigation Wealth Management, Inc.Nov 2018 to Dec 2025
- Navigation Financial Services, Inc.Jun 2018 to Dec 2025
- Self-employedJul 2017 to Oct 2018
- Power Core 360Jun 2016 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 2 states (CA, CO).
Cambridge Investment Research Advisors, Inc.
$138.7BAssets managed
361,213Clients
3,884Advisers
21 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
- 7039855
- Firm CRD
- 134139