Nick Shepherd

Independent Branch Leader and Financial Consultant

+1 325-480-0240

Financial credentials

  • Series 7, 9, 10, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

23 years of professional experience

  • Independent Branch Leader and Financial Consultant, Charles Schwab, 2013-present
  • Financial Consultant, First Allied Securities, 2012-2013
  • Financial Consultant, Fidelity Investments, 2005-2012
  • Loan Officer, New Century Financial, 2004-2005
  • Loan Officer, Wells Fargo, 2002-2004

Education

  • BBA Business Management Abilene Christian University

Personal interests and affiliations

  • Abilene Chamber of Commerce
  • Abilene Christian University Alumni Association

Standard mailing address:

Charles Schwab & Co, Inc
El paso Operation Center
P.O. Box 982600
El Paso, TX 79998

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