Ameriprise Financial Services
46yrs
Top advisor by experience in Raleigh
3yrs
Carson Shepherd
Financial advisor at Truist Advisory Services
Based in Raleigh, North Carolina, Carson Shepherd is a fiduciary financial advisor with 3 years of industry experience. Carson has been with Truist Advisory Services since 2025. Truist Advisory Services offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and flat fees.
One of 1804 advisors with offices in Raleigh, and one of 1668 fiduciaries.
At a glance
Experience3 years (since 2023)
How that compares ?3 years in the industry
Office3605 Glenwood Ave Suite 400, Raleigh, NC 27612
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$560,278
Advisors at the firm1,970
States licensed ?1 state
Services through Truist Advisory Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managersNewsletters and publicationsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Jan 2025 – nowTruist Advisory Services, Inc.Current firm
Contact Carson
Local office(919) 571-1893Ask for Carson. (800) 874-4770Main office · Atlanta, GA 3605 Glenwood Ave Suite 400Raleigh, NC 27612Office · Get directions Firm websitewww.truist.com/wealth/tas-disclosure
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Carson
Tailored to Carson’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Carson
How do I contact Carson?
Call Carson’s local office at (919) 571-1893 or the Truist Advisory Services main office at (800) 874-4770, and ask for Carson Shepherd.
How long has Carson been a financial advisor?
Carson has been in the industry since 2023, about 3 years. 3 years in the industry.
What licenses does Carson hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Carson a fiduciary?
Carson is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Carson paid?
Truist Advisory Services reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Carson for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Capital Investment Advisory Services
46yrs
Top advisor by experience at Capital Investment Advisory Services
Morgan Stanley
46yrs
Top 1% by experience in Raleigh
Level Four Advisory Services
46yrs
Top 1% by experience in Raleigh
Morgan Stanley
46yrs
Top 1% by experience in Raleigh
Capital Investment Advisory Services
46yrs
Top 1% by experience in Raleigh