Insurance, Wealth Management, Benefits and
Consulting for Businesses


LPL Financial offers securities, advisory services and certain insurance products. Shepard Financial Services, Shepard Financial, Inc. and  LPL are independent companies.

J. Neal Shepard holds licenses for both Life and Health Insurance. His Series 6 and 63 securities registrations are held through LPL Financial. He is currently registered in the state(s) of Alabama, Colorado, and Georgia. Brett L. Moore, CFP holds a series 7 and 63 securities registrations through LPL Financial, registered in the state(s) of Georgia, Maryland, Alabama, California and Virginia.

For residents of other states, proper licenses and registrations must be obtained by J. Neal Shepard or Brett L. Moore, before proceeding further. No parts of this communication should be construed as an offer to sell any security or provide investment advice or recommendations. Securities will fluctuate in value and are subject to investment risks including possible loss of principal amount invested.