MARGO SHEPARD is an investment adviser representative (IAR) with state registration records since 1995, appearing at 4 firms. Currently registered with WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC | 2024-03-04 | present | Yes |
| WELLS FARGO CLEARING SERVICES, LLC | 2010-10-21 | 2024-03-01 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2009-06-01 | 2010-11-19 | — |
| CITIGROUP GLOBAL MARKETS INC. | 1995-11-01 | 2009-06-01 | — |