Kathleen Rouse Shepherd is an investment adviser representative (IAR) with state registration records since 2023, appearing at 3 firms. Currently registered with RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.
| Firm | From | To | Current |
|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | 2025-08-19 | present | Yes |
| CAPITAL ANALYSTS, LLC | 2023-09-06 | 2025-08-21 | — |
| LINCOLN INVESTMENT PLANNING, LLC | 2023-09-06 | 2025-08-21 | — |