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 an experienced investment professional with over 30 years of experience in the financial services industry. Robert is currently a Registered Representative and Investment Advisor Representative with Avondale Conquest, LLC. Avondale Conquest, LLC manages a portfolio of over $46 million in assets. Robert is also a Director of the Beacon Center of Tennessee. Previously, Robert was a Registered Representative at J.J.B. HILLIARD, W.L. LYONS, LLC and FolioFN Investments, Inc..
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.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CA
01/01/2025 - Present
Avondale Conquest, LLC (SAUSALITO CA)
TN
04/26/2018 - 04/03/2019
J.J.B. HILLIARD, W.L. LYONS, LLC (Nashville TN)
VA
10/09/2000 - 06/25/2001
FOLIOFN INVESTMENTS, INC. (MCLEAN VA)
NY
12/21/1983 - 10/03/2000
J.C. BRADFORD & CO. (NEW YORK NY)
BC
Issued 02/28/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/03/1988
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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