WebShepherd Financial Investment Advisory LLC (CRD# 288623) is a financial advisory firm headquartered in Carmel, IN. They manage $3,484,956,576 in 456 accounts and serve the financial needs of clients across 7 states (or territories). Current Firm Details WebShepherd holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Colorado, Iowa and Minnesota. Equitable Advisors, LLC is a registered investment company that has its headquarters in Cedar Rapids, Iowa. It has offices in 867 locations and a total of ...
Alex Sylvester, CPFA®, AIF® - Partner - Shepherd Financial, LLC
WebSynergy Financial Advisers are led by an experienced team of practitioners and industry experts. With a singular vision in mind, the management team strives to work together to … WebApr 3, 2024 · Item 4: Advisory usiness Shepherd Financial Partners, LLC (or the Firm) is a limited liability company formed in the state of Delaware in June 2015. Shepherd Financial Partners became registered as an Investment Adviser Firm in August 2015. The Firm is principally owned by R. Mark Shepherd. blinkit logistics jobs
Shepherd Financial Investment Advisory, LLC
WebDec 14, 2024 · Craig Shepard is a financial advisor in Framingham, MA. He has been in practice for 12 years, the last 4 years at American Retirement Institute. No Certifications. 12 Years Experience. 3 Fee ... WebIn addition, some investment advisers manage investment portfolios and offer financial planning services. It is common for a financial professional to act as both a broker and an investment adviser. Because of this, we include investment advisers on BrokerCheck, and provide links to the SEC's Investment Adviser Public Disclosure (IAPD) website so you can … WebMar 29, 2024 · Firm Details for SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC, Location: Indiana, AUM = 3484956576.00, Last Form ADV Filed : 29-March-2024, Officers: WYLAM, STEVEN, MICHAEL, SHEPHERD FINANCIAL HOLDINGS LLC, SHEPHERD FINANCIAL HOLDINGS LLC. ... researching investment advisers and creating portfolios. … fred rouchon