Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brent? Claim Your ProfileBrent Sheppard is a financial advisor registered with Beacon Pointe Advisors, LLC in Metairie, Louisiana. Brent has been in the financial services industry since 2017 and has worked for several firms, including Hancock Whitney Investment Services Inc. and Capital One Investments, LLC. He is also a Certified Financial Planner. Brent Sheppard specializes in providing financial planning, portfolio management, and other consulting services to individuals, families, businesses, and institutions.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Strategic management for diversified investment portfolios.
Consulting services
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
LA
01/20/2022 - Present
Beacon Pointe Advisors, LLC (Metairie LA)
LA
04/28/2017 - 12/23/2021
HANCOCK WHITNEY INVESTMENT SERVICES INC. (NEW ORLEANS LA)
LA
05/31/2008 - 07/21/2008
CAPITAL ONE INVESTMENT SERVICES CORPORATION (NEW ORLEANS LA)
LA
02/11/2008 - 05/31/2008
CAPITAL ONE INVESTMENTS, LLC (NEW ORLEANS LA)
BOTH
Issued 06/29/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/05/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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