James G. Shepherd
Wells Fargo Advisors, Llc
Financial Planner in Yorba Linda, CA
Address:20670 Via Augusto
Yorba Linda, CA 92887
About James G. Shepherd
James Shepherd is a financial professional at Wells Fargo Advisors, Llc located in Yorba Linda, California. James Shepherd holds an industry securities registration subject to FINRA oversight having passed securities examinations including S55, S65, S66 and S7. Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
James Shepherd provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
James Shepherd20670 Via Augusto
Yorba Linda, CA 92887
Phone Number:
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Website:
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