Stifel, Nicolaus & Company, Inc
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About this Advisor
Magay Shepard is a certified financial planner based out of Charlotte, North Carolina, with 28 years of professional experience. Shepard is an employee of Stifel, Nicolaus & Company, Inc. During their career, the advisor has held roles at Wachovia Securities, LLC, A. G. Edwards & Sons, Inc and Stifel Nicolaus & Co Inc. Shepard has a Series 63 license, certifying them as a securities agent, and is approved to work in North Carolina and Texas. Stifel, Nicolaus & Company, Inc is a financial advisory firm that has its headquarters in Charlotte, North Carolina. It has offices in 362 locations and a total of 5,570 financial advisors. It administers $72 billion in assets under management across its 188,394 client accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm advises 852 charities and foundations. Of its 188,394 customer accounts, 24% belong to high-net-worth clients who have at least $1 million in assets. The advisory firm offers a broad range of services, including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial advice usually are based on the financial services provided. However, fees charged by Stifel, Nicolaus & Company, Inc 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
Magay Shepard Work History
Magay has 28 years of experience.
Stifel Nicolaus & Co Inc
Wachovia Securities, LLC
Wachovia Securities, LLC
A. G. Edwards & Sons, Inc
Magay Shepard has disclosures.
Please visit their SEC profile for more details.