WILLIAM CARLTON SHEPHERD is an investment adviser representative (IAR) with state registration records since 2020, appearing at 2 firms. Currently registered with CHOREO, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CHOREO, LLC | 2023-01-26 | present | Yes |
| CHERRY BEKAERT WEALTH MANAGEMENT LLC | 2020-01-31 | 2023-01-25 | — |