Carson Shepherd
Investment adviser representative at Truist Advisory Services, Inc.
11 yearsExperience
2 statesRegistered 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
11 years in the industry.
- Truist Advisory Services, Inc.Oct 2023 to now
- Truist Investment Services, Inc.Jul 2023 to now
- AltriaMay 2022 to Aug 2022
- Mellow MushroomJun 2021 to Sep 2021
- Pok-e-joesJun 2020 to Sep 2020
- Univesity of VirginiaAug 2019 to May 2023
- Virginia Espiscopal SchoolJun 2018 to Jul 2018
- O'charleysJun 2017 to Aug 2017
- Barlo SteakhouseMay 2017 to Aug 2017
- Virginia Episcopal SchoolAug 2015 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (NC, TX).
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
- 7787583
- Firm CRD
- 283390