Stifel, Nicolaus & Company, Inc
About this Advisor
Franklin Shepard is an advisor in Montgomery, Alabama. Currently a registered investment advisor with Stifel, Nicolaus & Company, Inc, they have accumulated 11 years of professional experience in the financial advisory industry. Shepard has a Series 63 license, which qualifies the advisor as a securities representative. Shepard is able to act as an advisor based out of Alabama. Their career trajectory has included roles at Morgan Stanley Smith Barney and Stifel Nicolaus & Co Inc. Stifel, Nicolaus & Company, Inc is headquartered in Montgomery, Alabama, and has 431 additional locations in the country. As an advisor firm, Stifel, Nicolaus & Company, Inc manages $98 billion in assets covering 244,516 accounts and employs more than 6,153 people. The level of assets currently under the firm's management makes it one of the biggest firms in the nation. The firm manages 166,793 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 40% of the advisor firm's clients are high-net-worth individuals, meaning they have greater than $1 million in assets. Stifel, Nicolaus & Company, Inc can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. The firm's fees may include asset-based, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Stifel, Nicolaus & Company, Inc Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Franklin Shepard Work History
Franklin has 11 years of experience.
Stifel Nicolaus & Co Inc
Morgan Stanley Smith Barney
Franklin Shepard has no disclosures.
Please visit their SEC profile for more details.
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