Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brent? Claim Your ProfileBrent Edwin Shepherd is a financial advisor with over 25 years of experience in the financial services industry. Brent is a Certified Financial Planner™ and holds the Series 6, 7 and 63 licenses. Brent is registered with Wealthcare Advisory Partners LLC, an independent registered investment advisor firm. Brent has a broad range of experience serving individuals, families, businesses, and retirement plans. Brent is committed to providing personalized financial planning and investment management services to help clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
PA
02/06/2019 - Present
Wealthcare Advisory Partners LLC (WEST CHESTER PA)
TX
08/14/2008 - 02/08/2019
1ST GLOBAL CAPITAL CORP. (HOUSTON TX)
TX
04/29/1999 - 08/15/2008
AMERICAN GENERAL SECURITIES INCORPORATED (HOUSTON TX)
TX
10/27/1995 - 05/06/1999
VAN KAMPEN FUNDS INC. (HOUSTON TX)
BC
Issued 08/25/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1997
Series 7 - General Securities Representative Examination
BC
Issued 09/07/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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