Lauryl Braiden Sheppard
Investment adviser representative at Stonex Advisors Inc.
10 yearsExperience
1 stateRegistered in
$5.1BFirm assets
11 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Stonex Advisors Inc.May 2026 to now
- Stonex Securities Inc.Feb 2024 to now
- Infinex InvestmentsJan 2023 to Feb 2024
- River Bank and TrustSep 2021 to Jan 2023
- Elmore County Public SchoolsJul 2020 to Sep 2021
- Unemployed - Due To Relocation From North CarolinaJun 2020 to Jul 2020
- Cherry Point Child Development CenterSep 2019 to Jun 2020
- Unemployed - Due To RelocationJun 2019 to Sep 2019
- City of PrattvilleJun 2016 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (AL).
Stonex Advisors Inc.
$5.1BAssets managed
9,843Clients
224Advisers
11 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
- 7697728
- Firm CRD
- 174182