Robert Volney Shepard
Professional Summary
Robert Volney Shepard was a registered financial advisor. Robert was a previously registered financial professional and started their career in finance 1969 - 2005. Robert had worked at 7 firms and has passed the Series 63, Series 1 and F04 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
65 years in the financial services industry
Current & Past Employments
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Current Firm
AMERICAN HERITAGE SECURITIES, INC.
Contact Information
Main Address
50 S Main St Suite 1210, Akron, OH 44308-1831Mailing Address
50 S Main St Suite 1210, Akron, OH 44308-1831Phone Number
(330) 374-1932Established
Ohio since 01/02/1992Firm Type
CorporationFiscal Year End
DecemberFirm Size
SmallFINRA licenses (10 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 1 — Registered Representative Examination
Passed Jul 1961F04 — Financial Principal Examination
Passed Jan 1979Similar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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