Stephen Shepherd

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LPL Financial Advisor at DESERT SCHOOLS FEDERAL CREDIT UNION|Phoenix, Arizona Area, United States

Position:

LPL Financial Advisor at DESERT SCHOOLS FEDERAL CREDIT UNION

Location:

Phoenix, Arizona Area, United States

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Last updated: 2024-05-17
Updated: 2024-05-17

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Work Experience 37 years

LPL Financial Advisor at DESERT SCHOOLS FEDERAL CREDIT UNION

Oct 2015 - Current

Wealth Advisor - Founder at Scottsdale Wealth Advisors, LLC

Sep 2009 - Dec 2014

Vice President - Investments at Oppenheimer & Co.

Aug 2005 - Sep 2009

Vice President - Financial Advisor at Morgan Stanley

Jul 1990 - Aug 2005

Sales Engineer at Frontier Systems

Jan 1989 - Jan 1990

Financial Advisor at USAA

Dec 2014 - Oct 2015

Stephen Shepherd started working in 1989, then the employee has changed 5 companies and 5 jobs. On average, Stephen Shepherd works for one company for 6 years 2 months.

Education

Real Estate Principles at Arizona School of Real Estate and Business

Financial Planning and Services at College of Financial Planning

Business Management at Maricopa Community Colleges

Graduate Computer Technology at Wentworth Institute of Technology

Engineering at University of Massachusetts Dartmouth

Frequently Asked Questions

What is Stephen Shepherd's email address?

SignalHire found a verified business email address for Stephen Shepherd: s******s@desertschools.org.

What is Stephen Shepherd's phone number?

SignalHire found a verified phone number for Stephen Shepherd: +1-***-***-9737.

How do I contact Stephen Shepherd at DESERT SCHOOLS FEDERAL CREDIT UNION?

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What is Stephen Shepherd's professional background?

Stephen Shepherd has 37 years of professional experience. They have held roles including Wealth Advisor - Founder, Vice President - Investments, and Vice President - Financial Advisor at companies such as Scottsdale Wealth Advisors, LLC, Oppenheimer & Co., and Morgan Stanley. Their education includes Real Estate Principles from Arizona School of Real Estate and Business, and Financial Planning and Services from College of Financial Planning.

Is Stephen Shepherd's contact information up to date?

Yes. Stephen Shepherd's SignalHire profile was last updated on 17 May 2024, reflecting their current position as LPL Financial Advisor at DESERT SCHOOLS FEDERAL CREDIT UNION in Phoenix, Arizona, United States.

Stephen Shepherd Namesakes

Name
Company
Position
Stephen Shepherd
Lead Techology Business Systems Consultant
Stephen Shepherd
Sweet Home Ready Academy Big Picture
School Building Leader Sweet Home Ready Academy Big Picture
Rhett Shepherd
Pyramid Contractors Inc.
Chief Operating Officer

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