Travis Shepherd (CRD# 5941472) is an Investment Advisor Representative working at Brookstone Wealth Advisors, LLC in Greenwell Springs, LA and has over 13 years of experience in the finance industry.
CRD# 1928450
Benedict Financial Planning
CRD# 1774605
Gallagher Fiduciary Advisors, LLC
CRD# 2530923
Abel Hall, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Retirement Wealth Advisors, Inc. | Greenwell Springs, LA | Nov 2019 - Current | 4 |
| Shepherd Wealth Solutions | Greenwell Springs, LA | Jan 2018 - Current | 6 |
| Capital Learning Academy | Greenwell Springs, LA | Nov 2017 - Current | 6 |
| Allied Tax Advisors | Baton Rouge, LA | May 2017 - Current | 6 |
| Self Employed | Denham Springs, LA | Jan 2007 - Current | 17 |
| Shepherd's Advisory Group, LLC | Denham Springs, LA | Jun 2011 - Nov 2019 | 8 |
| Tax & Retirement Advisers | Denham Springs, LA | Dec 2006 - Jan 2018 | 11 |
| Balanced Business Solutions | Greenwell Springs, LA | Feb 2017 - Dec 2017 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2010 |
- LA
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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