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Robert Patrick Shepherd

Avondale Conquest, LLC

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About Robert Patrick Shepherd

Robert 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..

Firm Information

Robert Shepherd is currently registered with Avondale Conquest, LLC. Avondale Conquest, LLC is an investment advisor based in Avondale, Arizona. The firm manages a total of $46 million in assets for 2 pooled investment vehicles. The firm also provides portfolio management services for pooled investment vehicles.

$46.00M

Assets Under Management

2

Total Clients

3

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.

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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percentage of assets

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

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Robert Shepherd’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert Patrick Shepherd.
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