Conor C Shepard

Advisor Resource Council

1 Year of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & Coaching

Advisor Resource Council

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

78 advisors

Number of Clients

11,572 clients

Average Client Portfolio

$261K average

Assets Under Management

$3.0B

Fee Structure

Minimum Investment:None

Location

1373 N. Greenville Avenue, Allen, TX, 75002

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Advisor Resource Council

February 2024 - Present · 2 yrs

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.