Clint Shepherd

Clint Shepherd

Financial Consultant Partner | Fort Worth, Texas, United States

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Work Experience

Charles Schwab

Financial Consultant Partner

2021-03-01 — Present

Charles Schwab

Senior Specialist-Associate Portfolio Consultant

2016-08-01 — 2021-03-01

Fidelity Investments

Retirement Solutions Representative

2012-09-01 — 2016-08-01

Fidelity Investments

Investment Solutions Representative

2012-05-01 — 2012-09-01

Fidelity Investments

Financial Representative

2010-08-01 — 2012-05-01

M&W Financial/Guardian Energy Direct Programs

Oil and Gas Investment Broker

2009-03-01 — 2010-08-01

Lonestar Financial

Junior Advisor

2008-05-01 — 2008-08-01

Dorna USA

Sport Marketing Operator/Manager

2000-07-01 — 2008-09-01

Cybertek

Third Party Administration

1999-01-01 — 2000-01-01

Halliburton

Hunting Guide

1997-01-01 — 1998-04-01

Skills

finance brokers brokerage banking financial consulting financial products & services portfolio management advisor services retirement plan services specialty brokerage services

Languages

English