Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Adam Shepherd is an investment advisor representative with Rockefeller Financial LLC. He is registered with the state of Massachusetts. Christopher has been in the industry since August 2003. He has passed both the Series 63 and the Series 65 exams. Christopher is currently working out of the Atlanta, GA and Beverly, MA offices. He is also associated with Spearhead Innovative Solutions, LLC, which is a consulting business that he devotes less than 5 hours a week to.
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.
1
2
GA
08/23/2022 - Present
Rockefeller Financial LLC (ATLANTA GA)
IA
Issued 11/21/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/03/2003
Series 63 - Uniform Securities Agent State Law Examination
Active
Inactive
Not sure Christopher Shepherd is the right advisor for you? Invested Better is here to help.
