WebShepherd Financial Investment Advisory LLC (CRD# 288623) is a financial advisory firm headquartered in Carmel, IN. They manage $3,484,956,576 in 456 accounts and serve the financial needs of clients across 7 states (or territories). Current Firm Details WebOverview. Shepherd Financial Investment Advisory LLC operates as a financial advisory company that has its headquarters in Carmel, Indiana. The firm administers $3.5 billion in …

FINANCIAL ADVISERS ACT (CHAPTER 110) - Monetary Authority …

WebApr 3, 2024 · Item 4: Advisory usiness Shepherd Financial Partners, LLC (or the Firm) is a limited liability company formed in the state of Delaware in June 2015. Shepherd Financial Partners became registered as an Investment Adviser Firm in August 2015. The Firm is principally owned by R. Mark Shepherd. WebSylvester maintains a Series 65 license, certifying them as an investment advisor representative, and is registered to work in Indiana. Shepherd Financial Investment … raisman chainsaw

Al Otto, AIFA®, BCF™ - National Director - LinkedIn

Webowned by Shepherd Financial Holdings, LLC circumstances, investment objectives, goals and tolerance (“Holdings”). Holdings is primarily owned by Steven Wylam, Thomas Mayer, … WebA: All of our financial advisors are associated with Lincoln Investment, a FINRA-registered broker-dealer. All investment advisors are licensed with Shepherd as investment adviser … Webgoverning the provision of financial advisory services in respect of investment products, including securities, futures and life insurance, into a single piece of legislation. It … outward hound agility