Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Travis? Claim Your ProfileTravis Patrick Shepherd is a financial advisor with Prostatis Financial Advisors Group. He is a registered Investment Advisor representative with the state of Louisiana. Travis has been in the industry since 2006 and has experience in financial planning, insurance, and adult financial education. He is also a partial owner of Shepherd Wealth Solutions, which offers insurance and investment advisory services. Travis is based in Greenwell Springs, Louisiana.
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.
Personalized portfolio management to meet individual financial objectives.
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.
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LA
10/21/2024 - Present
Prostatis Financial Advisors Group (Greenwell Springs LA)
IA
Issued 11/23/2010
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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