Unclaimed Profile

James Manny Shepherd

VERUS FINANCIAL PARTNERS, INC.·RICHMOND, Virginia

Series 6, Series 7, Series 63, Series 65Clean record33 years registeredVERUS FINANCIAL PARTNERS, INC.

9030 STONY POINT PARKWAY, RICHMOND, VA 23235CRD# 1247510Firm CRD# 106744

Profile Verification

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

Identity

James Manny Shepherd · RICHMOND, VA

Registration

CRD #1247510 · VERUS FINANCIAL PARTNERS, INC. · 33 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: VERUS FINANCIAL PARTNERS, INC.

VERUS FINANCIAL PARTNERS

Jan 1993 – May 2018

RICHMOND, VA

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · January 27, 1993

Years registered · 33

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

VERUS FINANCIAL PARTNERS, INC.

CRD 106744 · SEC 801-41983

AUM

$921M

Regulatory assets under management

Employees

1,901 client accounts

Services offered by VERUS FINANCIAL PARTNERS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at VERUS FINANCIAL PARTNERS, INC. →

Introduction

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Frequently Asked Questions

What services does James Manny Shepherd offer?

James Manny Shepherd specializes in Financial Planning, Investment Management.

What are James Manny Shepherd's credentials?

James Manny Shepherd is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James Manny Shepherd located?

James Manny Shepherd is based in RICHMOND, Virginia, last registered with VERUS FINANCIAL PARTNERS, INC..

How does James Manny Shepherd charge for services?

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

How large is VERUS FINANCIAL PARTNERS, INC.?

VERUS FINANCIAL PARTNERS, INC. has approximately 20 employees and manages $921M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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