Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Shepherd is a financial advisor with over 30 years of experience in the industry. Robert is a registered representative with LPL Financial LLC and is also the founder of Shepherd Financial Partners, LLC. Robert is licensed to offer financial advice in 28 states. Robert's clients benefit from his experience and commitment to providing personalized financial advice. Robert provides financial planning, portfolio management, and other services to individuals, families, and businesses. Robert is committed to helping his clients achieve their financial goals.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MA
04/07/1995 - Present
LPL Financial LLC (WINCHESTER MA)
NA
10/14/1991 - 07/08/1992
LINSCO/PRIVATE LEDGER CORP.
SC
05/22/1991 - 06/05/1991
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
MN
06/21/1988 - 05/02/1991
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/21/1988 - 05/02/1991
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 11/19/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/13/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/08/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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