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Renee Shephard

Advisor at Cetera — Pampa, TX

Updated today

Credentials

Series 66

Experience

2 years

Location

Pampa, TX

Cetera logo

Cetera

Institution

Total advisors

10,171

Across 5,095 offices

Clients per advisor

79 Low

Avg AUM per client

$306,089 Low

HNW client ratio

10% Low

About

Renee Shephard is a financial advisor at Cetera with two years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo for four years. Renee is based in Pampa, Texas. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutions. The firm offers various portfolio management and financial planning services through a large network of independent advisors and provides access to multiple investment strategies and program platforms.

Client services

Based on Cetera

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy

Occupation focus

Based on Cetera

Founder/Business Owner Executive

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Fee options

Fixed

Flat fees may be charged for financial planning and consulting services as negotiated with advisor.

Percentage

$0 - $250,000: up to 2.90% $250,001 - $500,000: up to 2.90% $500,001 - $1,000,000: up to 2.70% $1,000,001 - $2,000,000: up to 2.00% $2,000,001+: up to 1.50%

Commissions

Advisors may be registered representatives and licensed insurance agents earning commissions on securities and insurance products.

Project-based

Consulting and financial planning services may be charged on an hourly rate basis, ranges not specifically stated.

Other

Account minimum: $5,000 Fee-only: Flat fees for financial planning and consulting services; hourly fees for financial planning and consulting according to client agreement; fees negotiated with advisor.

Location

See office

Pampa, TX

Pampa TX

Advisors at this office

1

Most active in

Texas · Washington

Work history

2 years of industry experience

Cetera

2025 - Present • 1 year

Schaumburg, IL

Cetera Wealth Services, LLC

2021 - Present • 5 years

El Segundo, CA

Cetera Investment Services Llc

2021 - 2026 • 5 years

St Cloud, MN

CETERA Financial Specialists LLC

2021 - 2026 • 5 years

Schaumburg, IL

Cetera Advisors LLC

2021 - 2026 • 5 years

Greenwood Village, CO

Wells Fargo

2017 - 2021 • 4 years

Yuba City, CA

Winco

2016 - 2017 • 1 year

Yuba City, CA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

George D

CFP®, Series 66

Pampa, TX

Kingsview Wealth Management, LLC

George Demetriades is a CFP® with 14 years of industry experience, currently serving as an advisor at Kingsview Wealth Management, LLC. He previously worked at Edward Jones for 12 years. Demetriades is a board member and investment manager for the Pampa Youth Community Center, a nonprofit organization. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm combines advisor-led financial planning with model-based and separately managed strategies, offering a broad range of investment instruments and access to alternative investments through various platforms.

College savings (529s, UTMA, etc.) Tax strategies for small businesses Options & derivatives strategies Founder/Business Owner Retired
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Daniel F

Series 66

Pampa, TX

LPL Financial

Daniel Fowler is a financial advisor with LPL Financial in Pampa, Texas, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Raymond James Financial Services Advisors and Happy State Bank. Outside of advisory work, he is involved in managing Fowler Investment Services and is a partner in an agricultural venture focused on hunting and recreation land. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive research and operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar

Thomas R

Series 63, Series 66

Pampa, TX

Edward Jones

Thomas Reynolds is a financial advisor with Edward Jones in Pampa, Texas, holding Series 63 and Series 66 credentials and having 22 years of industry experience. He has been with Edward Jones since 2003. Outside of advising, Reynolds is a partner in a local sports broadcasting business covering high school football and basketball games. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm supports more than 23,000 advisors and manages over $1 trillion in assets.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Jacqueline B

Series 63, Series 66

Pampa, TX

Edward Jones

Jacqueline Braddock is a financial advisor with Edward Jones in Pampa, Texas, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. She has been with Edward Jones since 2016. Outside of her advisory role, she is a co-owner of Braddock Properties LLC, involved in commercial property, and has interests in leasing residential property. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy General estate planning guidance Wealth management General retirement planning Retired Founder/Business Owner Executive
user avatar

Benny W

Series 63, Series 66

Pampa, TX

Edward Jones

Benny Watson is a financial advisor at Edward Jones with 27 years of industry experience, having worked at the firm since 1999. He holds the Series 63 and Series 66 designations. Outside of advising, he serves as president of the Pampa Country Club, where he meets monthly with the board to assist with daily operations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar

Steven G

Series 63, Series 66

Pampa, TX

Edward Jones

Steven Glover is a financial advisor at Edward Jones with 22 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory work, he is involved in application development with Biblioteko, LLC, focusing on Salesforce, and creates content for a travel website about vacations to Kauai. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices across the United States.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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