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Harold Elliott Shepard

Eagle Strategies LLC

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About Harold Elliott Shepard

Harold Elliott Shepard is a financial advisor with over 25 years of experience in the financial services industry. Harold is registered with the state of Texas as both a Registered Investment Advisor and a Registered Representative and is also registered with the state of Florida as a Registered Representative. Harold holds the Series 6, Series 7, Series 63 and Series 65 licenses and is also licensed to sell insurance products. Harold is currently employed by Eagle Strategies LLC and is a partner at R and S Complete Remodel, LLC.

Firm Information

Harold Shepard is currently registered with Eagle Strategies LLC. Eagle Strategies LLC is an investment advisor headquartered in New York, NY. The firm provides a range of services, including financial planning, pension consulting, educational seminars, and publication of periodicals. They manage assets for individuals, high-net-worth individuals, corporations, and charitable organizations. Eagle Strategies has over 1,998 registered representatives and manages over $20 billion in assets.
Eagle Strategies LLC

2116 MORGAN DRIVE

FLOWER MOUND, TX 75028

$20.36B

Assets Under Management

6,070

Total Clients

2,031

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Harold Shepard’s Registration & Firm History

TX

01/17/2008 - Present

Eagle Strategies LLC (FLOWER MOUND TX)

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Licenses & Designations

IA

Issued 12/8/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 3/11/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 1/9/2013

Series 7 - General Securities Representative Examination

BC

Issued 3/24/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Harold Elliott Shepard.
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