Carson Shepherd

Financial advisor at Truist Advisory Services, Inc. · Raleigh, NC

Last updated 2026-10-10

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Carson Shepherd is a financial advisor at Truist Advisory Services, Inc. in Raleigh, NC, CRD 7787583. Licenses and exams on the registration: Series 65, Series 63. IAPD registration began 2025-01-02.

Registration

CRD number
7787583
Registration status
Active
IAPD registration
2025-01-02
Industry Experience
1 year
Work Experience
11 years
States registered
NC, TX

Licenses and exams

  • Series 65
  • Series 63

Work history

  • 2023-07 to 2025-01 · Truist Investment Services, Inc. · Mclean, VA
  • 2017-05 to 2017-08 · Barlo Steakhouse · Lynchburg, VA
  • 2017-06 to 2017-08 · O'Charleys · Lynchburg, VA
  • 2018-06 to 2018-07 · Virginia Espiscopal School · Lynchburg, VA
  • 2020-06 to 2020-09 · Pok-E-Joes · Lynchburg, VA
  • 2021-06 to 2021-09 · Mellow Mushroom · Charlottesville, VA
  • 2022-05 to 2022-08 · Altria · Richmond, VA
  • 2019-08 to 2023-05 · Univesity of Virginia · Charlottesville, VA
  • 2015-08 to 2019-05 · Virginia Episcopal School · Lynchbhrg, VA
  • 2023-10 to 2025-01 · Truist Advisory Services, Inc · Mclean, VA
  • 2025-01 to Present · Truist Investment Services, Inc. · Raleigh, NC
  • 2025-01 to Present · Truist Advisory Services, Inc. · Raleigh, NC

Current employment

SEC IAPD record for Carson Shepherd

Truist Advisory Services, Inc.

Regulatory AUM
$77,391,727,185
Registered advisors
1,972
Offices
923
Clients per advisor
65.6 (Moderate)
Average AUM per client
$598.5K (Low)
High-net-worth client ratio
25.2% (Moderate)

Truist Advisory Services, Inc.: advisors, services and reported ETF investments

About

Carson Shepherd is a financial advisor at Truist Advisory Services, Inc. in Raleigh, NC. Reported securities licenses include Series 65 and Series 63. The latest record indicates 1 year of industry experience and 11 years of reported work history.

Truist Advisory Services, Inc.'s firm-level Form ADV reports 1,972 advisors across 923 offices; approximately 65.6 clients per advisor, average assets per client of $598,512, and regulatory AUM of $77.4B; client categories including Individuals (non-HNW), High net worth individuals, Banking or thrift institutions, Pension and profit-sharing plans, Charitable organizations, and State or municipal government entities; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Selection of Other Advisers, and Publication of Periodicals or Newsletters.

What this firm offers

Filed by Truist Advisory Services, Inc. on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Businesses or Institutional Clients
  • Selection of Other Advisers
  • Publication of Periodicals or Newsletters
  • Other Advisory Service

Fee options

  • Percentage of Assets Under Management
  • Fixed Fees (Other Than Subscription)

Business and affiliations

  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Registered Security-Based Swap Dealer
  • Banking or Thrift Institution
  • Trust Company
  • Insurance Company or Agency
  • Sponsor or GP of Pooled Investment Vehicl

Location

3605 Glenwood Ave, Raleigh, NC 27612

27 advisors at this office.

Truist Advisory Services office in Raleigh, NC

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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