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Margo A. Shepard, CFP

Wells Fargo Advisors, Llc

Financial Planner in Kansas City, MO

Address:
3706 Locust St
Kansas City, MO 64109
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About Margo A. Shepard

Margo Shepard is a financial professional at Wells Fargo Advisors, Llc located in Kansas City, Missouri. Margo Shepard holds an industry securities registration subject to FINRA oversight having passed securities examinations including S31, S63, S65 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

Margo Shepard provides services to clients in the following language(s):

  • English

Specialties and Skills:

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  • Financial Planning Services

Industry Specialties

  • No Industry Specialties

Contact Information

Address:

Margo Shepard
3706 Locust St
Kansas City, MO 64109

Phone Number: Click to Show
Website:

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