Unclaimed Profile

Angela Sheppard

NACHMAN NORWOOD & PARROTT, INC.·GREENVILLE, South Carolina

SIE, Series 7, Series 63Clean recordNACHMAN NORWOOD & PARROTT, INC.

1116 SOUTH MAIN STREET, GREENVILLE, SC 29601-3300CRD# 4181686Firm CRD# 293199

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Angela Sheppard · GREENVILLE, SC

Registration

CRD #4181686 · NACHMAN NORWOOD & PARROTT, INC.

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

NACHMAN NORWOOD & PARROTT, INC.

CRD 293199 · SEC 801-112837

AUM

$2.0B

Regulatory assets under management

Employees

2,979 client accounts

Services offered by NACHMAN NORWOOD & PARROTT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at NACHMAN NORWOOD & PARROTT, INC. →

Introduction

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Frequently Asked Questions

What services does Angela Sheppard offer?

Angela Sheppard specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in GREENVILLE, South Carolina for a consultation.

What are Angela Sheppard's credentials?

Angela Sheppard is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Angela Sheppard located?

Angela Sheppard is based in GREENVILLE, South Carolina, working with NACHMAN NORWOOD & PARROTT, INC.. Their office serves clients in the GREENVILLE metropolitan area and surrounding communities.

How does Angela Sheppard charge for services?

Angela Sheppard's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is NACHMAN NORWOOD & PARROTT, INC.?

NACHMAN NORWOOD & PARROTT, INC. has approximately 17 employees and manages $2.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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