DANIEL LEE SHEPHERD is an investment adviser representative (IAR) with state registration records since 2013, appearing at 6 firms. Currently registered with CETERA INVESTMENT ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CETERA INVESTMENT ADVISERS LLC | 2026-06-10 | present | Yes |
| CHARLES SCHWAB & CO., INC. | 2016-07-29 | 2020-09-01 | — |
| ALLSTATE FINANCIAL ADVISORS, LLC | 2015-11-05 | 2016-07-07 | — |
| USAA FINANCIAL PLANNING SERVICES | 2013-10-23 | 2015-08-04 | — |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 2013-06-05 | 2013-10-14 | — |
| TD AMERITRADE, INC. | 2013-06-05 | 2013-10-14 | — |