Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Graham? Claim Your ProfileGraham Francis Shepherd is a financial advisor with Armor Investment Advisors, LLC. Graham has over 10 years of experience in the financial services industry. Graham is a CERTIFIED FINANCIAL PLANNER™ professional. Graham holds the Series 6, 7 and 63 licenses. Graham has previously been registered with Portfolio Brokerage Services, Inc. and Northwestern Mutual Investment Services, LLC. Graham's areas of specialization include Retirement Planning, College Savings, Investment Management, Estate Planning, and Insurance.
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.
Investment consulting
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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NC
11/28/2018 - Present
Armor Investment Advisors, LLC (RALEIGH NC)
IL
10/02/2013 - 12/06/2018
PORTFOLIO BROKERAGE SERVICES, INC. (CHICAGO IL)
NC
08/07/2008 - 10/20/2008
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CHAPEL HILL NC)
BC
Issued 08/08/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2013
Series 7 - General Securities Representative Examination
BC
Issued 08/06/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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