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Kathleen Rouse Shepherd

Lincoln Investment

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About Kathleen Rouse Shepherd

Kathleen Rouse Shepherd is a financial professional licensed in North Carolina. Kathleen is affiliated with Lincoln Investment and Capital Analysts. Kathleen has been in the financial services industry for over 7 years. Kathleen offers a wide range of financial services to individuals, businesses, and charitable organizations, including financial planning, portfolio management, and investment advisory services. Kathleen has passed the Series 7, Series 63, Series 65, and SIE exams.

Firm Information

Kathleen Shepherd is currently registered with Lincoln Investment. Lincoln Investment is a Limited Liability Company headquartered in FORT WASHINGTON, PA. Established in 2015, the firm offers financial planning, portfolio management for individuals and businesses, and selection of other advisors. Lincoln Investment manages approximately $17.2 billion in assets across 203,427 accounts and has a team of 883 investment professionals. The firm primarily serves high-net-worth individuals, corporations, individuals other than high-net-worth, charitable organizations, and pension and profit-sharing plans. Lincoln Investment is registered with the SEC and in all 50 states, as well as Puerto Rico and the Virgin Islands.
Lincoln Investment

601 OFFICE CENTER DRIVE

FORT WASHINGTON, PA 19034-3232

$17.22B

Assets Under Management

679

Total Clients

1,156

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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Kathleen Shepherd’s Registration & Firm History

NC

09/06/2023 - Present

Lincoln Investment (GREENVILLE NC)

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Licenses & Designations

IA

Issued 08/21/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/29/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/01/2024

Series 7TO - General Securities Representative Examination

BC

Issued 05/26/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 03/22/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kathleen Rouse Shepherd.
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