Anna Caroline Shepherd
Investment adviser representative at Truist Advisory Services, Inc.
14 yearsExperience
1 stateRegistered in
$77.4BFirm assets
10 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Truist Investment Services, IncJul 2024 to now
- Truist Advisory Services, Inc.Nov 2023 to now
- Truist WealthJul 2023 to Jul 2024
- UnemployedMay 2023 to Jul 2023
- Truist WealthJun 2022 to Aug 2022
- University of FloridaAug 2019 to Jul 2023
- Vitality BowlsJul 2017 to Jan 2023
- Episcopal School of JacksonvilleAug 2012 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (NC).
Truist Advisory Services, Inc.
$77.4BAssets managed
129,307Clients
1,969Advisers
10 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
- 7577738
- Firm CRD
- 283390